About

Proud to celebrate over 45 years of dedicated service.

For over 45 years, DD Humes Financial Services has provided business owners and families with trusted, unbiased financial advice. Founded in 1979, we grew into an independent Quebec mutual fund dealership in 1994 and later expanded across Canada through FundEX Investments, now part of Investia Financial Services. Recognized nationally for excellence in client service, we remain proudly independent — ensuring every recommendation is guided solely by our clients’ best interests.

A Life by Design, Not Default.

At DD Humes, our goal is simple: to help you achieve your lifestyle dreams by balancing growth, income, and risk. Using tools like our Enhanced Lifestyle Planner and proven investment strategies, we create tailored blueprints to guide you forward.

Our philosophy is that “the whole is greater than the sum of its parts.” By diversifying and managing risk, we aim for steadier, more predictable long-term returns. Since the late 1970s, we’ve combined innovative thinking, trustworthy actions, and responsible portfolio management to support our clients’ financial health and future goals.

Inspiring clients to realize their Lifestyle Dreams through the Dream Achiever Process.

DD Humes is proud to celebrate over 45 years of dedicated service. From our early beginnings in the late 1970’s to today, we have kept pace with the many changes that have taken place in the economic marketplace. All the while maintaining the personalized service our clients have come to expect.

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DD Humes team

Get to know us

David D. Humes

Financial Planner & Investment Funds Advisor

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Matthew Humes

Financial Planner & Investment Funds Advisor

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Danielle Mills

Financial Planner & Investment Funds Advisor

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Guillaume Bernardi

Investment Funds Advisor

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What our clients
are saying

“I’ve been a client of DD Humes for 15 years. The staff is always professional, courteous and respectful. My advisor is easy to reach (never encountered an answering machine), questions are answered quickly, requests are executed promptly. I appreciate my advisor’s efforts to save me money (expenses, fees, etc…). I never had the feeling that he was pushy. Last but not least, I really enjoy the familial atmosphere. Now my son is with DD Humes also!”

M. Nguyen

“As one of your longtime clients I thought I would let you know how appreciate your well-rounded and individualized approach. I have never felt that you were pushing a product or turning over an investment just to create cash flow for yourself. I am happy to be involved with a family business rather than a faceless, boring corporate monster.”

J. Levitan, MD

Connect with Our Dedicated Team

Professionals you can trust Speak with a DD Humes advisor to gain insight on your finances and beyond.

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