Guillaume Bernardi

About

As an Investment Funds Advisor at DD Humes Financial Services, Guillaume helps individuals and families bring clarity and confidence to their financial lives. He believes the real value of advice lies not in products, but in the outcomes that earn a client’s peace of mind — thoughtful risk management, tax-efficient structure, disciplined decision-making through market cycles, and a plan built to carry wealth across generations. Guillaume works with clients at every stage of the journey, from building and managing wealth to protecting and transferring it.

Guillaume brings a perspective few advisors can offer, having spent nearly 30 years in the industry, much of it on the asset-management side, before turning his focus to advising clients directly. After earning a Bachelor of Arts from Concordia University, he began his career as an Investment Fund Specialist with BMO Private Client Group, then advanced through sales-leadership roles as Regional Vice-President, Sales at AIM Trimark (now Invesco) and Vice-President of Regional Sales at Franklin Templeton Investments, one of the world’s largest asset managers.

In these roles, he served as a consultant and coach to financial advisors across Greater Montreal — helping them to strengthen their practices and become better advisors to their own clients. Seeing what separates good advice from great advice across so many practices shaped a simple conviction: clients are best served by an advisor who is deeply engaged and personally invested in their success. Guillaume joined DD Humes in 2021 and became a partner and co-owner of the firm in 2023.

Outside the office, Guillaume practices traditional woodworking, working by hand with the tools and techniques of an older craft, and is happiest in the outdoors practicing hiking, fishing, skiing, and spending time at the family cottage north of Montreal