Site Maperiksnow2021-03-16T21:39:37+00:00 Pages About Us Accounting Services Blog Careers Junior Data Analyst – 12 Week Internship Junior Full Stack Web Developer Junior Investment Associate Consolidated Reporting Service Contact Us Family Meeting: Case Studies FAQs Foundation Management Services Home Investing Services James Dunne Resources Services Site Map Wealth Services Posts by category Category: Accounting Family Office Cybersecurity Tips Is Our Tax System Too Complex? Bumps and Pipelines Am I exposed to US estate taxes? Disbursement Quota for Canadian Charities Foreign Currency Cost Base Reporting Duties of Estate Executors What is a Wasting Freeze? Estate Freeze Basics Getting the Best from Your Accountants 5 Threats Wealthy Investors Face and How to Overcome Them What is Inflation? Tax Planning for Cottage Owners Category: News Ontario Staycation Tax Credit Category: Reporting What is Consolidated Reporting? Consolidated Reporting for Family Offices: Empowering Wealthy Investors Family Offices: Reporting Software Review Category: Tax Changes to the AMT Will Impact Donors of Public Securities Business Expense Categories for Canadian Taxpayers AMT Budget 2023: Impact on Wealthy Donors Tax Integration Explained Canada-US Tax Treaty Overview New Reporting Requirements for Bare Trusts What are the EIFEL rules? How Are MLPs taxed in Canada? What is a Bare Trust? Section 85 Rollovers Getting Capital out of your Holdco Category: Tips Category: Family Office Customized Reporting for Investors Family Meetings for Wealth Management Success Consolidated Reporting: Leaving Excel Behind Investing Tasks That Don’t Involve Investing Evaluating Advisor Fees Seven Blind Spots your Private Foundation May Have Codify Your Legacy 5 Challenges Inheritors Face (and how to overcome them) Keeping your Holding Company in good standing Do you need a family office? What a Family Office Does Category: Investing How often should investors review their portfolio? Passive vs Index Investing What is the Best Portfolio Rebalancing Strategy? What is a Core-Satellite Portfolio? Embracing Simplicity: The Power of Buy-and-Hold ESG Dividend Aristocrats: Model Stock Portfolio Navigating Ontario’s Housing Market in Summer 2023 What Does Short Selling Tell Us About Stock Market Sentiment? What is a Covered Call? Understanding the Basics How to Benchmark Your Investment Portfolio What is Sunk Cost Fallacy? Eurodollar vs. SOFR: A Look at Interest Rates Office REITs and Remote Work: A Good Contrarian Investment? Toronto House Price Update: March 2023 Excluding Energy Stocks: The Impact on Canadian Dividend Yield Overcoming Anchoring Bias when Investing 3 Ways Index Funds Beat Active Management Registered Accounts Explained What is Norbert’s Gambit? Making Investment Goals 20 Dividend Growers for 2023 How to Pick Dividend Stocks Income or Assets? 4 Reasons to hold your stocks through a downturn Warren Buffett’s Management Principles What is a Yield Curve? Fighting the Disposition Effect Values Based Investing A High Yield Portfolio Some Investing Advice 3 Common Investing Biases and How to Overcome Them Creating an ESG Portfolio Family Mission Statements Your Investment Policy Statement Category: Alternatives What is Catalytic Capital? How Family Offices Achieve ESG Goals NAV Loans: Double Edged Sword Private Equity Financing: Rising Trend of High-Cost Loans Myths and Realities of Private Equity Diversification Five Dimensions of Impact Investing Methane Emission Carbon Credits Analysis of Canadian REITs: Allied Properties vs SmartCentres Is a Market-Neutral Fund a Good Investment? Carbon Credits: Key Issues for Forestland Investors What are Purpose Yield Shares? Comparing Canadian Carbon Credit ETFs How to Stake Ethereum on Wealthsimple What is the Ethereum Shanghai Upgrade? How to Evaluate REITs Options Trading on Delisted Stocks Accredited Investor Canada: Rules for Individuals Top 5 Ways to Own Gold Impact Investing Principles Measuring Impact Ethereum Merge What about Preferred Shares? How about REITs? Ethereum Transition to Proof of Stake Crypto Covered Call ETFs What is Brookfield Asset Management? Making Impact Investments How to Buy and Hold Cryptocurrencies Category: Funds Why Average Investors Don’t Make Average Returns Is Private Credit a Good Investment? VOO vs VTI: What’s the Difference? Warren Buffett vs Pension Funds How does ETF liquidity work? Best Bond ETF in Canada Bond Funds vs Money Market Funds Active Investing vs Passive Investing What are Money Market Funds? Alpha vs Beta: An Overview Active vs Passive Investing: How Choosing Became Harder for 2023 Comparing Popular Dividend ETFs: SCHD vs HDV Using index funds without investing in them Impact of US Withholding Taxes for Canadian Investors Comparing Three Vanguard Corporate Bond ETFs Best ESG ETF in Canada Are Canadian CDRs a good investment? What are Index Funds and how do they work? Is Private Equity a Good Investment? Best Index Funds for Canadian Investors What is a Robo Advisor? Should You Rebalance Your Portfolio? Active vs Passive Investing Public vs Private Investments Category: News Should J&J Investors Consider Swapping for Kenvue Shares? Category: Tips Buy-And-Hold Investing: Forever? Six Strategies to Help You Reduce Investing Bias How to Find Out Who Owns a Public Company Hoarding Cash? Protecting Your Cash: Understanding Canadian Deposit Insurance US Withholding Tax for Canadian Registered Charities Reasons to Become an Active Investor Using IRR to calculate your rate of return Evaluating Your Performance Investment Advice for Entrepreneurs What is a Superficial Loss? Category: Uncategorized Is Farmland a Good Investment? Underused Housing Tax: Bare Trusts and New Rules NETZ vs VOTE: Comparing Sustainable Investment Funds Generating Returns on Your Capital Category: Wealth Consolidated Reporting Implementation Guide for Investors Values Based Wealth Management How to Live a Wealthy Life: Finding Purpose and Happiness Stealth Wealth: Living a Low-Key Life of Financial Freedom Reasons to start a family office and mistakes to avoid Fulfillment Beyond Wealth How does inflation benefit debtors? Capitalism vs Materialism Frugal Living Overcoming Overconfidence Bias How Much Does Wealth Management Cost? How Do You Use Your Wealth? Never Spend Money Before You Have It Category: Estate How to Create a Financial Contingency Plan Changes to the Succession Law Reform Act: 2023 Estate Planning Basics: Working with a Family Office Estate Planning Tips to Avoid Spoiling Your Children Limits to Court-Ordered Capacity Assessments Why have a will? Documenting Your Spousal Relationship Am I Rich? Joint Ownership Accounts Updating your Will & Estate Plans Succession Planning for Family Foundations How Good Are Your Instincts? Not Just Money Category: Foundations Six Ways to Amplify Your Foundation’s Impact Empowering Charities: Bookkeeping for Charitable Foundations Succession Planning for Private Foundations & DAFs What are Donor Advised Funds? Effective Private Foundation Governance Practices Top 10 Problems Your Family Foundation Will Face Without a Succession Plan Your Family Foundation Must have a Succession Plan Why Have a Private Charitable Foundation? What Can Private Foundations Invest In? Private Foundation Governance Category: Tips How Wealthy Inheritors Can Find Purpose Multi-Generational Wealth Management: Strategies for Success Wealth Stewardship: Nurturing Your Financial Legacy From Entrepreneur to Investor: Navigating the Transition Is a Cottage Ownership a Good Investment? Should Wealthy Canadians Buy Travel Insurance? Protecting Seniors Against Phishing Shopping for Property Insurance What to do after you sell your business 5 Ways to Improve Your Spending Habits Your Wealth Management Process Time is Money (and how to spend it) My Templates Default Kit FAQs What does a family office do? Does our family office provide bookkeeping services? How does Markdale Financial Management ensure the ESG sustainability of my investment portfolio? What is the benefit of investment policy generation? Which types of clients does Markdale Financial Management serve? FAQ Categories Bookkeeping Reporting Sustainability
