Our Team
steve meldrum
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.
Steve currently serves on the board of directors for the Conference for Advanced Life Underwriting (CALU) and is a member of the Canadian Tax Foundation, Family Enterprise Canada and the Society of Trust and Estate Practitioners. Additionally, he is enrolled in the Chartered Professional Accountants In-Depth Tax Program.
Steve is an authority within the Canadian insurance industry and a frequent contributor to industry and accounting publications and events. He believes that simplicity brings clarity and seeks to address tax, estate, and legacy complexities through this lens.
Susanna Whelpley
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.
In his day-to-day practice, Rylan educates accountants and accounting firms about the opportunities life insurance can offer their clients and their firms. His mission is to help accountants become the trusted, go-to advisors for their clients by positioning them as issue identifiers. Rylan believes the accounting profession is at a crossroads and needs to redefine its future role.
Rylan is passionate about empowering accountants to take on a proactive role, ensuring their clients avoid costly mistakes and make informed decisions. He advocates for a multidisciplinary approach, integrating various areas of expertise into accounting practices. By doing so, he aims to restore the profession's stature and make accountants vital players in their clients' financial well-being.
Life Insurance Specialist - FEA
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.
ADMINISTRATIVE ASSISTANT