James Dunne

CFP

Family Office Advisor

Markdale Financial Management

Free Consultation

James Dunne is the founder of Markdale Financial Management, a Toronto-based family office providing personal CFO services to philanthropists who are transitioning wealth over generations. With a firm belief that wealth should serve as a tool for impact and purpose, James has built a career centered around clarity, accountability, and long-term values-aligned investing.

James is a member of the Canadian Association of Gift Planners and Philanthropic Foundations Canada. His personal hero is George Brown and he is a Trustee of the George Brown Memorial Foundation.