Senior Wealth Advisor
Dave Sweeney is a Senior Wealth Advisor at Wellington-Altus Private Wealth and owner of Sweeney Bride Strategic Wealth Advisory.
With over 26 years’ experience in the Industry Dave holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Elder Planning Counselor (EPC) designations and is also Insurance licensed.
Dave has lived in Squamish for most of his life. Married to his wife Donna, since 1987, they proudly have 3 lovely daughters, Amy, Danielle and Jamie. With his time in Squamish, it has allowed him an opportunity to become involved in many valuable groups.
Dave is a retired Captain of Squamish Fire Rescue after 35 years of service. Another passion was sports and he has been a coach for Squamish Youth Soccer Association where he dedicated 10 years coaching girls Rep teams. Additionally, he is a former member and Treasurer of the Sea to Sky Community Services Board. Dave is a frequent contributor to Mountain FM’s Mountain Monitor, providing general advice and financial commentary.
Dave continues his volunteer work as Treasurer for both the Squamish Hospital Foundation and the Squamish Downtown Business Improvement Association. He is also a sitting Board member of the Squamish Community Foundation.
Professionally, Dave started his Financial Planning practice in 1994. After living through both his parents’ demise and witnessing what a lack of understanding they had, he realized what sound planning techniques could do to ensure that an untimely death did not destroy one’s lifetime work. For over 20 years, he has made it his passion to assist others in not facing the same plight.
Senior Wealth Advisor
Janet Bride is a Senior Wealth Advisor at Wellington-Altus Private Wealth and owner of Sweeney Bride Strategic Wealth Advisory.
With over 15 years’ experience in the Industry Janet holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Elder Planning Counselor (EPC) designations and is also Insurance licensed.
Janet grew up in Ontario and moved out to beautiful British Columbia in 1995 with her husband, Paul, who is an adventure travel photographer. Her passion is to travel the world. Always interested in exploring different cultures and landscapes, she is grateful to have traveled to over 50 countries across 6 continents. She also enjoys continuous learning, spontaneous adventures with family and friends, and an active lifestyle in the Sea to Sky. Janet is proud to be a Big Brothers Big Sisters Alumni member since 2004.
She is highly motivated by helping people reach their financial dreams by creating comprehensive financial plans for individuals & families. While using a holistic approach to wealth management, she specializes in tax strategies and her goal is to encourage savings and help build our client’s wealth for a healthy and prosperous future.
CFP®, CIM®, CLU®
With over 10 years’ experience in the industry, Mark holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Chartered Life Underwriter (CLU®) designations, and is also insurance licensed.
“Control your money or your money will control you”. The words of Mark’s late father instilled a passion for financial planning and personal finance in him at a young age. Mark has since nurtured this obsession into a commitment to educate and assist others in reaching and exceeding their financial dreams through purposeful, evidence-based, and comprehensive financial planning. Having spent the majority of his career focused on high-income professionals, Mark’s expertise lies in investment, tax, retirement, and estate planning for small business owners and their families.
Mark grew up in the Lower Mainland of British Columbia and has recently found home in Squamish with his wife, Denise, and young son Noah. When he is not immersed in reading and listening to personal finance content, he can be found snowboarding, playing strategy games with his wife, or teaching his son to play guitar.
Hannah is an Investment Advisor with Sweeney Bride Strategic Wealth Advisory, currently working on obtaining the Certified Financial Planner designation. She is seeking to help professionals, recent graduates, entrepreneurs and young families in achieving their financial dreams through great planning and investing. Hannah’s specialty is tax strategies for increasing income.
Hannah has been a local of the Sea to Sky corridor since 2014. When not at the office, you can mostly find her outside – mountain biking in Squamish and the Whistler Bike Park, or ski touring in the Duffey or Callaghan Valley. During the recovery hours, she will be at home engrossed in a great sci-fi or fantasy novel.
Hannah encourages everyone to reach out to her directly if they’re interested in becoming a client.
Liz joined the Sweeney Bride team in 2015 as office manager. She is the gatekeeper in the office and is the face that greets you as you come through the door. If she can’t help you, she will ensure you speak with someone who can. Liz is a long-time Squamish local; when not in the office she spends her days soaking up all that this town has to offer while chasing her two active boys. Liz brings her valuable organizational skills and enthusiastic attitude to the team.
Katie is a Business Administration graduate who joined the Sweeney Bride team in 2016. She takes care of on-boarding as well as managing account administration for our existing clients. She works hard to ensure the clients feel supported throughout the on-boarding process and is always available to answer questions.
A BC resident since 1997, Katie and her husband moved to Squamish to raise their two girls. They enjoy all of the outdoor activities and natural beauty that Squamish has to offer.
Carrie is the newest member of our team and is our Administrative Assistant. She has previous industry and administrative experience and her fascination with the finance industry is rapidly growing. Carrie moved to BC in 1994 from Ontario and never looked back. While not working she loves hanging out with her two kids, awesome cat Leo, and enjoys a competitive game of 21, and her gardens.