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 of the Board of Sea to Sky Community Services in the role of Treasurer, which he has held since 2006. Dave is a frequent contributor to Mountain FM’s Mountain Monitor, providing timely advice and financial strategies.
Dave continues his volunteer work as he is the Treasurer for both the Squamish Hospital Foundation and the Squamish Downtown Business Improvement Association while also being 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.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.