Get to the top of the directory by claiming your business!

HollisWealth

Name: HollisWealth
Address: 38139 2 Ave, Squamish, BC, V8B 0A6, CA
Telephone: (604) 892-5131
Price range: $$$

Claim Business

4.6 Google Review

Direction Bookmark

38139 2 Ave, Squamish, British Columbia, V8B 0A6, Canada

(604) 892-5131 www.davidsweeney.ca

Update Business Info | Add Verified Info

Read our review guideline

Write a Review

Loading…

Be the first to write a review.

Google Reviews

Refresh Reviews 4.6

Brian Wilson

Jun 20, 2018

Personal, professional, competent, and relatable. Great service!

Warren Towler

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.

Michael O

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.

Craig Davidiuk

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.

Kevin McLeod

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

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 that...

Smithville Whiskey

Tax Advantages of Investing in Costa Rica Property

When evaluating international real estate investments, taxation often becomes one of the most decisive factors influencing long-term returns. Costa Rica has built a strong reputation...

Kindred Consulting C.R.

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

The Pivotal Role of Women in the Temperance Movement Leading Up to Prohibition in North America

#whiskey #smithville

Historically, women have played an indispensable role in societal transformation. One such transformative movement was the Temperance Movement in North America leading up to Prohibition....

Smithville Whiskey

Luxury Beachfront Homes Costa Rica for Sale

Costa Rica’s luxury real estate market has grown significantly, driven by international demand for exclusive, lifestyle-oriented properties.

Kindred Consulting C.R.

When to choose custom website development over a template website solution

#custom web development template web development

Your website is the first look into your business. It is a digital window into your brand and your services. As such deciding on which website solution is best for you a custom...

iOPW

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

Whisky Wonders: An Expedition Across Regions

#whiskey #smithville

There's a world of difference between sipping a peaty Scotch, an earthy Irish whiskey, or a sweet and smoky American bourbon. These variations are not merely due to the distilleries'...

Smithville Whiskey

Own this business?

Claim Your Business

• Update your photo and information

• Get notified when reviews are posted

• Respond and manage your reviews

• Select badges and keywords

Opening Hours

Mon:9 am - 5 pm Today

Tue:9 am - 5 pm

Wed:9 am - 5 pm

Thu:9 am - 5 pm

Fri:9 am - 5 pm