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, 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 obtained the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, 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.
Caliya Connor
I studied computer science at Queen’s University and began my role at Markdale shortly after graduating. I recently completed the Canadian Securities Course (CSC) and continue to build my experience in the family office space. Outside of work, I spend a lot of time with my family and like to stay active, whether that’s working out or just keeping busy.
My goal is to bring clarity to complex information and make systems easier to understand and navigate. I’ve developed a strong interest in using my computer science background to improve workflows and create more intuitive, reliable processes.
Neil Gandhi
My goal is to make investing easier for people and help them understand more about building wealth. I’ve developed a passion for financial technology (fintech) and I’m looking to disrupt the financial services industry by connecting people with customer-centric digital reporting solutions.
I graduated with a Bachelor of Commerce at Toronto Metropolitan University, with a major in Business Technology Management. On a personal level, I love playing hockey and doing astro-photography. I have a golden retriever and two cats.