We serve our clients by using fintech to solve family office reporting challenges. Our software is used in a variety of ways by our clients to keep track of what they own and what they owe, and also helps share that information with our professional advisors.
James Dunne founded Markdale Financial Management in 2014 in order to serve his clients in the best possible way. He started his career at ScotiaMcLeod where he was an associate dealing exclusively in exchange-traded derivatives. James was responsible for transactions in overseas trading sessions with Japan, Hong Kong, Australia, and Singapore. After graduating from the University of Toronto, he started managing investment portfolios for private clients which led him towards creating a family office to serve a small number of high net worth clients.