Our Team — Swell Private Wealth

Steve Meldrum

Corporate Insurance Specialist - B.Mgt. CFP® CLU® FEA

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.

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Rylan Olsen

Corporate Advisor

Rylan is the point man at Swell Private Wealth Ltd. He graduated from MacEwan University in Edmonton with a Bachelor of Commerce, majoring in accounting. After graduating, Rylan jumped right into the insurance world and joined Swell’s insurance division. Since growing that division and narrowing its focus to working with accounting firms, he’s been helping accountants understand the intricacies of insurance.

Rylan’s unique ability to simplify complex strategies often puts him in the same room as the client and the accountant. He delivers solutions in plain English and gets things done.

When Rylan is not working on the business, he enjoys spending time on the golf course, at the lake, or on the ski hill.

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Susanna Whelpley

Administrative Assistant

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.

Tyrel Anderson

Designer

Tyrel is one of the newer additions to the Swell team. He was brought on our team as a designer to help with Swell’s branding needs. He is a jack of all trades, though, with vast knowledge in other mediums such as photography, videography, and web design, which are only a few to name. Tyrel graduated from Medicine Hat College with a Bachelor of Applied Arts degree in 2021.

When Tyrel is not working at Swell, he can be found out on the slopes snowboarding during the winter and hiking/camping during the summer months. Not only does he love getting outdoors, but he also enjoys researching anything within the arts and is continually learning new techniques or concepts to add to his library of skills.

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