HollisWealth

David Sweeney of Sweeney McBride Financial has helped me with my retirement planning and I have been very happy with the results. David offers great service and both my wife and I appreciate how he communicates important and complex information to us in a manner that is easy to understand. I have and will continue to recommend David to my clients and colleagues.
7 years ago (03-01-2018)

I've been an investor since I was 20. I haven't ever been comfortable with the decision making process or the people who are investing the money for me. Bank investment advisors only promote their own agenda and often gave me bad advice. (think $200 return on 5 year investment) My investments were not growing at a rate that supported my future retirement. It was incredibly refreshing to meet an advisor who also has a business and taxation background. I started with Holliswealth a number of years ago when things were simple in my life. Since then I've bought and sold a number of businesses and Dave and Janet's advice has saved me literally thousands in taxes. Their advice also made us feel comfortable in the decision making process and the results we've see in the past 5 years have been outstanding. They are not simply investment advisers. They are an important sounding board and advisors during times when difficult decisions need to be made. I like having a second opinion when it comes to making accounting decisions for my personal life and business. It's a dramatically different feeling you get when you work with Holliswealth Squamish as opposed to dealing with a bank or accountant. It's the first time in my life I've felt that I have 100% confidence on the direction my finances are going. Thanks to Dave, Janet and the team for the good work. If you are looking to create growth and piece of mind with your finances, consider working with this company. You won't regret it.
8 years ago (05-12-2017)

With no hesitation I recommend DAVID to any of my friends.
7 years ago (16-01-2018)

David has provided my wife and I with some great advice and has given us some very realistic and time-based goals to help us achieve our short-term and long-term plans. What sets David apart is his unprecedented level of service. He goes out of his way to make it easy to meet with him at a location and time that works for you and cares greatly for his clients' well-being. I highly recommend David to anyone looking for a Vancouver financial planner/advisor.
8 years ago (13-04-2017)

I highly recommend David at Holliswealth!
8 years ago (07-12-2017)