James Dunne
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James Dunne Email & Phone Number

Family Office Advisor at Markdale Financial Management
Location: Toronto, Ontario, Canada 3 work roles 1 school
1 work email found @scotiacapital.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@scotiacapital.com
LinkedIn Profile matched
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Current company
Markdale Financial Management
Role
Family Office Advisor
Location
Toronto, Ontario, Canada

Who is James Dunne? Overview

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Quick answer

James Dunne is listed as Family Office Advisor at Markdale Financial Management, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at scotiacapital.com and a matched LinkedIn profile for James Dunne.

James Dunne previously worked as Wealth Advisor at Scotia Wealth Management and Investment Associate at Scotia Wealth Management. James Dunne studied at University Of Toronto.

Company email context

Email format at Markdale Financial Management

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{first}_{last}@scotiacapital.com
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AeroLeads found 1 current-domain work email signal for James Dunne. Compare company email patterns before reaching out.

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Profile bio

About James Dunne

My mission is to inspire sustainability and support financial peace of mind. Our family office provides bookkeeping, reporting, and a variety of accounting and investment services to wealthy investors.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.Specialties: investment management, bookkeeping, gift planning.

Listed skills include Currency Hedging, Portfolio Management, Private Banking, Financial Advisory, and 14 others.

Current workplace

James Dunne's current company

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Markdale Financial Management
Markdale Financial Management
Family Office Advisor
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3 roles

James Dunne work experience

A career timeline built from the work history available for this profile.

Family Office Advisor

Current
Markdale Financial Management

Toronto, Ontario, Canada

As a Family Office Advisor, I serve as the personal CFO for a select number of wealthy families. I help administer over $600 million of investment assets including holding companies, trusts, private equity, and charitable endowments. My role as personal CFO is to help my clients organize and simplify their financial life. Ensuring investment managers, accountants, bankers, and other service providers meet clearly defined standards. My goal is to foster long-term wealth stewardship and financial peace of mind.

Apr 2014 - Present

Wealth Advisor

Scotia Wealth Management

Toronto, Ontario, Canada

As a wealth advisor providing comprehensive financial guidance to wealthy investors, I provided a range of services including investment portfolio management, estate planning, insurance, tax strategies, charitable gift planning, philanthropic services.

Apr 2008 - Apr 2014

Investment Associate

Scotia Wealth Management

Toronto, Ontario, Canada

An Investment Associate dealing exclusively in exchange-traded derivatives. Responsible for transactions in overseas trading sessions with Japan, Hong Kong, Australia, and Singapore.

Feb 2004 - Apr 2008
1 education record

James Dunne education

FAQ

Frequently asked questions about James Dunne

Quick answers generated from the profile data available on this page.

What company does James Dunne work for?

James Dunne works for Markdale Financial Management.

What is James Dunne's role at Markdale Financial Management?

James Dunne is listed as Family Office Advisor at Markdale Financial Management.

What is James Dunne's email address?

AeroLeads has found 1 work email signal at @scotiacapital.com for James Dunne at Markdale Financial Management.

Where is James Dunne based?

James Dunne is based in Toronto, Ontario, Canada while working with Markdale Financial Management.

What companies has James Dunne worked for?

James Dunne has worked for Markdale Financial Management and Scotia Wealth Management.

How can I contact James Dunne?

You can use AeroLeads to view verified contact signals for James Dunne at Markdale Financial Management, including work email, phone, and LinkedIn data when available.

What schools did James Dunne attend?

James Dunne studied at University Of Toronto.

What skills is James Dunne known for?

James Dunne is listed with skills including Currency Hedging, Portfolio Management, Private Banking, Financial Advisory, Estate Planning, Hedging, Investment Management, and Financial Services.

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