Personal CFO
Markdale Financial Management is a Toronto based family office acting as the personal CFO for wealthy investors who want to live their financial life with purpose. Our approach is rooted in long-term, values-aligned investing, with a focus on innovation, clarity, accountability, and transparency.
We provide a holistic suite of family office services, including personalized financial management, investment oversight, succession services, and philanthropic leadership. We believe wealth is not just a measure of financial success but a tool to create lasting impact for families and their communities.
James Dunne
We created our family office to help investors simplify and focus their financial life.
My goal as personal CFO is to support administrative excellence, peace of mind, and investment performance. I’m a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and I enjoy impact investing and charitable gift planning.
I’m an active member of the Canadian Association of Gift Planners and Philanthropic Foundations Canada. My personal hero is George Brown and I’m a Trustee of the George Brown Memorial Foundation.