Founded to provide uniquely tailored advice to expand, protect and perpetuate client wealth. Since April 1, 2014 Swell Private Wealth has recruited and sourced specialized talent to design custom strategies for clients with complex financial needs. To keep pace with rapid growth, an expansion site for the construction of a new professional building was acquired in Medicine Hat, Alberta. The 7,000+ sq ft building will have additional space for lease. Construction officially kicked off on September 17 with the demolition of the old building. Check our social media to see the progress and updates.
Steve Meldrum B.Mgt. CFP® CLU® – His passion for finance was sparked as a boy scout. He decided from then on to focus his efforts into advancing his knowledge in investments, insurance, tax and estate planning. He attended Brigham Young University Idaho and the University of Lethbridge to complete a Bachelor of Management degree with a double major in Finance and Marketing. Part of his schooling allowed him to learn Spanish while on an international business exchange at Universidad Panamericana in Guadalajara, Mexico. While in University he completed the Canadian Securities Course. During his tenure at a national financial and insurance planning firm as a financial advisor he completed his full Life A&S licensing. After two years he moved to Medicine Hat to become a partner at an independent financial firm. Obtaining the Certified Financial Planner and Chartered Life Underwriter designations unlocked his desire to continue providing specialized strategies. After 8 years he resigned his partnership and created Swell Private Wealth. Some organizations that he is a member of are Advocis (Calgary Chapter) and CALU (Conference of Advanced Life Underwriting). Steve and his wife Monique are blessed with 3 daughters who love to go hiking, skiing and eating tacos with them.
Susanna Whelpley, Administrative Assistant Susanna is the newest member of the Swell Private Wealth Team. For the past 10 years she has been the administrative assistant for the Public Health Agency of Canada in Lethbridge. Her administrative experience and customer service skills are a welcome addition to the team.
Susanna was born and raised in southern Alberta and moved with her husband to Medicine Hat in the summer of 2016. In her spare time she enjoys cooking, running and spending time with her two sons.
Tony Bosch B.A. CFP® CLU® RHU® ChFC®, Business Development Specialist In the past decade, Tony has been one of the most successful insurance managers in Canada with New York Life and Canada Life. He is highly skilled in assisting producers in all areas of their business.