Our Team
steve meldrum
Steve is the corporate insurance specialist at Swell Private Wealth Ltd. He’s a contrarian by nature and loves getting deep into tax. His practice trains accountants how to integrate insurance solutions into their advisory models. Steve’s mantra is to CRUSH TAX, both now and in the future. When there’s a challenging problem to solve, he dives all in to bring value to the table.
Steve is a designated Family Enterprise Advisor, Chartered Life Underwriter and Certified Financial Planner. He obtained a Bachelor of Management degree with a double major in finance and marketing from the University of Lethbridge and studied international finance at the Universidad de Panamericana in Guadalajara, Mexico.
He currently serves on the board of directors for the Conference for Advanced Life Underwriting (CALU). Additionally, he’s enrolled in the Chartered Professional Accountants In-Depth Tax Program and the Society of Trust and Estate Practitioners Trust and Estate Practitioner designation.
Steve’s an authority within the Canadian insurance industry and frequent contributor to industry and accounting publications and events. He believes that simplicity brings clarity and seeks to answer tax, estate, and legacy complexities through this lens.
Susanna whelpley
Let me tell you a bit about Rylan. He's a married man with a daughter and baby number 2 on the way and enjoys spending his free time with his family in the great outdoors.
Growing up, Rylan was heavily involved in sports and even captained all the major teams he played on. Although he had the opportunity to pursue a basketball after graduation, he instead chose to serve a two-year mission for his church in Fiji. There, he learned the local language and dedicated himself to helping the people.
Healthcare is a big part of Rylan's family. Many of his relatives work in dentistry, health care, and animal health, so he often finds himself surrounded by professionals in his free time.
Currently, Rylan is pursuing a Family Enterprise Advisor designation. Through his work with affluent families across Canada, he has noticed a lack of communication when it comes to planning, so he hopes to have more meaningful conversations with his clients about their estate planning needs.
When Rylan isn't working, he enjoys golfing during the summer and traveling to warmer climates with his family during the winter. He loves spending time outdoors and cherishes the moments he gets to share with his loved ones.
rylan olsen
Susanna joined the Swell Private Wealth Ltd. Team in June 2016. She takes pride in providing excellent customer service and is always willing to go the extra mile to meet administrative deadlines. When there are multiple demands to be met, she can remain calm under pressure while still maintaining high standards of accuracy. She obtained her Bachelor of Arts from the University of Lethbridge and Computer Information Technology Diploma from the Lethbridge College. Susanna is a valued member of the team and is a proactive problem solver who gets the job done.
CORPORATE INSURANCE SPECIALIST - B.MGT. CFP® CLU® FEA
Life Insurance Specialist
ADMINISTRATIVE ASSISTANT