Life Insurance
Plan Your Future Today
Our Culture
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Your Trust
Trust is the foundation of our engagement. You have worked hard to get where you are and we don't take that lightly.
Let us help you and your family continue that growth in an efficient manner.
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Professional Team
We join your professional team to help your family and business reach its goals. Being on the team allows you to focus on your business and us to collaborate with the other partners to achieve your goals. Our goal is to be on your team going forward, not just to implement one product or strategy.
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Relationship
Our engagement in your planning is a lifelong relationship. Once we are part of a family or business, we see the business through the entire plan. Our goal is to walk you and your family through implementing the plans we create when the time comes.
Steve Meldrum
CORPORATE INSURANCE SPECIALIST - CFP® CLU® FEA TEP
Steve Meldrum is the founder and corporate insurance specialist of Swell Private Wealth Ltd. He primarily works with accountants who integrate insurance solutions into their advisory practices. He's also the author of Estate Planning with Life Insurance, published through Wolters Kluwer.
Life Insurance Specialist - FEA
Director of Ultra-High-Net Worth, Business Owner, Professional divisions
Rylan Olsen
Rylan is a co-founder of Swell Advisory and a partner at Swell Private Wealth LTD.
He graduated from MacEwan University with a Bachelor of Commerce degree, majoring in accounting. Rylan then specialized in the taxation and application of life insurance for high-net-worth families in Canada. He also holds the Family Enterprise Advisor (FEA) designation, allowing him to focus even more on the needs of generational families and wealth preservation.
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Who we are
Our company focuses on life insurance planning for affluent families and businesses.
We are family focused, both in business and in life. So it’s natural that we work with affluent individuals who plan to maximize their impact on their families and the communities around them.
Allow us to help your family transition wealth, values, and goals to the next generation and help your estate leave a lasting legacy beyond what you can do while you are alive.
Life insurance is the most effective tool for Canadians to transfer wealth from generation to generation. Let us guide you and your family through that insurance planning process.
Shahed
“I cannot say enough good things about Steve and the team at Swell Private Wealth. Steve is extremely knowledgeable in his field and has a deep passion for what he does. He truly cares for the well-being of his clients as if they were family members. I would highly recommend!”
Emily
“Dealing with Steve and Swell Insurance has been straight forward and easy. Steve explains things well and his team is always flexible to meet up!”
Donovan