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HollisWealth

HollisWealth

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4.6 Google Review
38139 2 Ave, Squamish, British Columbia, V8B 0A6, Canada
(604) 892-5131 www.davidsweeney.ca
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Google Reviews

Refresh Reviews 4.6


Jun 20, 2018
Personal, professional, competent, and relatable. Great service!

Jan 3, 2018
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.

Feb 25, 2018
Really? A 5-star rating?! I wish that I had received that type of service. I dealt with this outfit years ago and had lots of issues, including slow responsiveness, sometimes after following up with them several times, trading challenges, and poor communication. For a small town outfit, I had expected more.

Dec 5, 2017
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.

Apr 13, 2017
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.

INDUSTRY BLOGS

Single Malt vs. Blended Whiskey: A Comprehensive Guide

#whiskey #smithville

Whether you are a whiskey connoisseur or a casual enthusiast, understanding the nuanced world of whiskey can be a delightful pursuit. Two terms that often spark curiosity are 'single...

Smithville Whiskey

Female Bootleggers of Prohibition: Stories of Defiance

#whiskey #smithville

Prohibition, the legal enforcement banning alcohol sale and consumption in the United States from 1920 to 1933, was a unique period that saw a rise in illegal activities designed...

Smithville Whiskey

Prohibition and the Transformation of Women's Social Status and Behavior in the 1920s

#whiskey #smithville

The 1920s, often referred to as the "Roaring Twenties," were a time of significant social and cultural change in the United States, particularly for women. One major element of...

Smithville Whiskey

A Whiskey Journey: From Water Source to Distillery

#whiskey #smithville

Every whisky connoisseur will tell you that the secret to a great whisky lies in three key elements - grain, yeast, and water. But did you know that it's the water, often overlooked,...

Smithville Whiskey

Carrie Nation: A Crucial Catalyst of the Temperance Movement

#whiskey #smithville

Carrie Nation, born Carrie Amelia Moore on November 25, 1846, in Garrard County, Kentucky, was a formidable figure in the American Temperance Movement, known for her audacious...

Smithville Whiskey

Whiskeys of the World: Types and Distinctions

#whiskey #smithville

Whiskey, a beverage enjoyed globally, varies considerably in its characteristics, production methods, and styles. Different countries and regions have their unique whiskey styles...

Smithville Whiskey

Whiskey Trails: A Cultural Expedition through Ireland and Scotland

#whiskey #smithville

Whiskey, the golden spirit of the Gaelic lands, embodies more than just a delightful drink. In both Ireland and Scotland, it's a cultural touchstone, holding centuries of history,...

Smithville Whiskey

The Great Whisky Adventure: A Journey Back to the Earliest Drops in History

#whiskey #smithville

Join us, dear readers, as we embark on an exciting journey back in time, tracing the footsteps of our whisky-loving ancestors! From the mystic east to the rugged Celtic lands,...

Smithville Whiskey


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Opening Hours

Mon:9 am - 5 pm Open Today
Tue:9 am - 5 pm
Wed:9 am - 5 pm
Thu:9 am - 5 pm
Fri:9 am - 5 pm

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