Steve provides a full range of services (investments and insurance). He provides reliable advice. You will not be disappointed!

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!

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!

Steve and the team at Swell are truly professionals and masters in their industry! I've never met such a dedicated financial advisor who is excellent at providing and connecting us with information so we can make informed decisions, all the while guiding us along. The team have been really efficient and friendly to work with while setting up our insurance and I look forward to dealing with them for many years to come! Highly recommend Steve and the team at Swell to any dental professional and student!

My Wife and I met with Steve while were still in Dental school. Even though we weren't making money yet, the advice and personal finance strategies he gave us have propelled us forward in my career. Our "Cashflow" is our way of life now! He set up RESPs for our Children and helped set up insurance. I would highly recommend Swell Private Wealth to anyone no matter your occupation or even if you are still in school! Finance is Steve's life and that has made our life a lot easier.

If you want to know what your life insurance options are you see Steve Meldrum of Swell Private Wealth. Steve is one of the best at life insurance strategy and planning. When I was 30 I had some health issues that I thought would prevent me from being insured however he went to work and found me soutions that have been a great financial security for me today. I never would have thought I would be able to have permanent insurance and now I do!

Steve and his team have been helping me ever since I was in school! He is very knowledgeable, professional, courteous and down to earth! He has a great ability to make insurance and investment lingo much more understandable to the lay person! I have recommended Steve to many of my colleagues and could not ask for a better wealth/insurance Guru! Thank you to Steve and his team at Swell Private Wealth!