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.