OVER 45 years OF DEDICATED SERVICE

Innovative Thinking. Trust-Worthy Actions. Responsible Portfolio Management. Crafting solutions that are distinctly yours since 1979.

Our Services

We navigate lifestyle planning, wealth management, and risk management — so you can safeguard your long-term goals and focus on what matters most.

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We believe that no two individuals are the same.

Tailored financial strategies for your life, your goals, your family.

Individuals and Families

We Focus on our area of expertise.

Discover how DD Humes empowers business owners

Business Owners

The Dream Achiever Process™, developed over a 45-year period by DD Humes, is unique in today’s marketplace.

Until now, financial planning has traditionally relied on a six-step process acknowledged as a standard in the financial planning community. Discover the process that realizes that a fulfilling life is more than just numbers, it’s also about lifestyle.

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Recent Insights

Inspiring Clients to realize their Lifestyle Dreams

On again off again

In the first quarter of 2025, Donald Trump entered office, Justin Trudeau departed

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Trump 2.0 – There’s a new tariff in town

A year ago, the outlook for U.S. and Canadian equities was cautiously optimistic following a strong 2023, particularly in the U.S.

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Joining the party

We hope that you have been enjoying the beautiful fall weather that mother nature has been providing us as the warmth doesn’t seem ready to leave the party just yet

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News & Resources

The Dream Achiever Process™, developed over a 45-year period by DD Humes, is unique in today’s marketplace.

Until now, financial planning has traditionally relied on a six-step process acknowledged as a standard in the financial planning community. Discover the process that realizes that a fulfilling life is more than just numbers, it’s also about lifestyle.

Start Dreaming

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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