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Testimonials

Wende Barrett

Vancouver, BC

"Dave has always been honest, trustworthy and respectful of our financial needs. His regular communication with us keeps us informed with clear and concise feedback on all market conditions which allows us to make intelligent changes to our investments when required. We feel safe with him assisting us with all…

David Sweeney, CFP®, CIM®

Director, Private Client Group
Sr. Investment Advisor
CERTIFIED FINANCIAL PLANNER®
HollisWealth®, a division of Industrial Alliance Securities Inc.

[email protected]
www.linkedin.com/in/davidsweeneycfp

Janet Bride, CFP®, CIM®

Investment Advisor
CERTIFIED FINANCIAL PLANNER®
HollisWealth®, a division of Industrial Alliance Securities Inc.

[email protected]
www.linkedin.com/in/janetbride

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^*HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates.
This information has been prepared by David Sweeney and Janet Bride for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisors can open accounts only in the provinces where they are registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com . Sweeney Bride Strategic Wealth Advisory is a personal trade name of David Sweeney and Janet Bride.

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Sweeney Bride Strategic Wealth Advisory is a personal trade name of David Sweeney and Janet Bride.
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