Home
Our Team
Services
Online
Services
Blog
Contact

Home
Online Client Services

Online Client Services

Main Menu

Home
Our Team
Services
Online
Services
Blog
Contact

Testimonials

Gord Leidal

Whistler, BC

“On behalf of Carleen and myself, please accept our sincere thanks to you and your associates for the ongoing good management of our financial affairs. Together, in early 2005, we prepared a long term retirement strategy with a focus on providing a comfortable revenue stream, while preserving wealth and minimizing…

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®

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

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

Book An Appointment

^*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.

Home
Our Team
Services
Online Services
Blog
Contact
Sitemap

Sweeney Bride Strategic Wealth Advisory is a personal trade name of David Sweeney and Janet Bride.
Worldwide © 2019 David Sweeney. Investment Advisors Squamish BC. All Rights Reserved.

Home
Our Team
Services
Online
Services
Blog
Contact