Reviews of Swell Private Wealth (Event Planner)

Tom Whyte

Our family has had our money with Steve for nearly a decade and in all that time we have had a truly excellent experience which has allowed both our knowledge of investing and our investments grow. I would highly recommend Steve to anyone who is looking to invest for their families future.

Angelina Warkentine

Steve is knowledgeable and it’s easy to get in to see him. His staff are friendly and helpful. It’s a very down to earth place to do business and puts the customer at ease.

Trevor Wallace

I trust Steve to give me the advice that I need with regard to my finances and insurance. He has the experience and knowledge to really give me solid, well rounded advice based on my personal situation. Steve was able to give me advice on my complicated life insurance so that I can feel at ease making difficult decisions with regard to my estate plan.

Shahed Bayesteh

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!

Bryce Meldrum

Steve knows his stuff. He is always willing to answer questions, get strategic and learn what my goals are so he better help me achieve them. I would recommend Swell to anyone.

Dean Brown

Steve is a great guy and is always looking out for his clients. Whenever I have a question or need advice, he is quick to respond and provide the appropriate solution. Thanks!

Jessica Sehn

Steve has made it very easy for me to get started with my financial goals. He has given me advice that is simple and easy to understand, from the perspective of someone who is just starting out in the world of finance and business. Susanna is also very kind and welcoming, catering to scheduling needs.

Mark Churcher

Great Information! Easy communication making us be able to understand our specific situation! Looking forward to more problem solving advice! Definitely recommend!

lookworks TJ

Honestly, I cannot say ENOUGH good things about Steve and Swell Private Wealth! Steve was referred to me by our family's tax man, Matthew May. My family and I feel blessed to have met both these gentlemen as they have been paramount to us all regarding finances. Beyond that, Steve is an extremely busy man and any time I have ever contacted Steve, he is responsive and incredibly informative. He makes time for me and my questions, big or small and regardless of what he has going on in his day. There is genuine passion for finance as well as an earnest concern and care for his clientele. Every question is valid and every answer is clearly explained with options and supportive advice. I am free from debt because of Steve! Presently, Steve is supporting me with stocks regarding the purchase of my employer, WestJet. For any financial ups or downs, Steve is the person I trust! If you're looking for genuine, authentic advice and rapport for support with your finances - call this man! You will be in good hands. THANK YOU STEVE!

Emily King

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!

Robert Hurdman

Steve is extremely knowledgeable and focused on getting the details right. I enjoy working with him.

Jenna Wight

Steve has been there to give us direction and support in our financial decisions. We truly appreciate his knowledge and down to earth approach.

Kevin Aneca

Awesome reliable service! Steve and his team are great, I’ve been using them for years. I would highly recommend.

Mary Ellen Watkins

Excellent service. Steve has always been there for us, and given us sensible, practical advice. He has been generous with his time, and very prompt when we have contacted him.

Russell Bennett

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.

Drew Wolsey

Steve definitely knows his stuff. No one should be as interested in finance and insurance as he is. I would trust him with all my money (and my first born child).

Ang Kettles

Swell was incredibly helpful, kind, and understanding of our financial needs. We appreciate all of their help and would definitely go back to them again.

Hannah Moore

We have referred several people to visit Swell Private Wealth. Steve gives us good objective information about different insurance options and we trust him to make good decisions. We know we can turn to him with any questions we have, and he'll answer them honestly. I'm glad we have a financial advisor we can trust.

Russell Hillyer

I often find it hard to remember to update my finances. Steve at Swell knows that I am in a transition period right now and has contacted me every couple of months to see what has changed and how we can improve my situation. It is personal and friendly, not just a computer generated email once in a while. I live in Edmonton now and Steve has come here to help me.

Navi Bharj

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!

Christopher Bertsch

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!

Catherine Brownlee

Steve Meldrum, and his colleagues are 'top drawer'! They are always helping accountants, help their clients, with advanced and complex insurance planning. They are the best in the business! Contact me anytime for further information. Catherine Brownlee

Rich Wazny

I work indirectly with Steve, but can say he is very knowledgeable, caring and has the clients best interests in mind. His expertise in financial planning is 5 stars

Matthew May

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!

Don Larson

We find Steve to be very knowledgeable in investments, general banking and insurance issues as well as the every day issues that arise In life. We have found he gives very measured options specific to your particular situation for you to pick from. We have used Steve for financial advice for 14 years

Chloe Hughes

Steve has been working with my husband for many years and has always gone the extra mile to meet with us and make sure that everything is covered even when we don't make it super easy! We really appreciate how persistent he is making sure we are taken care of.

Lorie George

I think Steve is easy to talk to and very knowledgeable.

Jenman Luk

Overwhelming sense of relief and security after each meeting. Very knowledgeable. Fast to answer my questions or find them.

Karen Chernenko

Steve has been so helpful with our family! He has helped us understand and use a very simple budget. This has made for a brighter future!

Allie Dinsdale

I have always had the best service from these peeps, they really care about me and work hard to manage my affairs. I would recommend them in a blink!????

Ruth Dobrin

Steve has been amazing at helping us understand financial principles and has guided us in setting up a budget that has us on track to meet our financial goals. We finally have a baseline for normal spending and are fast-tracking our mortgage. He is very personable and takes the time to get to know his clients and to provide them with the tools they need to be financially successful. Thank you, Steve!

Kaleigh Jensen

Steve has been a good friend for many years. He has really helped set up a cash flow budget and get me and my husband started on investments and understanding mortgages, insurance and other money matters. Steve and his staff are always available when needed and are really good with following through with discussion items, paperwork etc. promptly.

Anne Pomreinke

Steve and his team are fantastic at listening to what our thoughts are about our future goals. Steve provides great advise, and analogies, that we can follow and understand. Investing for your future is scary and Steve makes sure you are fully aware of the risks and safety of all the different investment portfolios. We have been with him for a number of years and have seen growth in our investments. Give them a call. Great team, Great Investor and a Great guy.

Lisa Mathison

Steve and his staff really take the time to explain the products they offer in a way that makes sense. I appreciate all the time they have spent taking care of my financial future!

Dean Sehnd

The staff at Swell is awesome, always ready to help with whatever you need. We have been with Steve and his staff for several years and we have received many benefits from his knowledge and investment experience. From RESP's, TSFA's, RRSP's and Life Insurance, Steve and his staff will be able to help set you up according to your needs. They are always willing to give advice to us and our family, you can't go wrong working with Swell.

Del Egan

Steve and his staff are always helpful and friendly. Unlike the with the big banks, it is always easy to get a hold of a live person when phoning Swell Private Wealth. SPW has been able to find me investment rates that are higher than what the local banks offer.

B Smith

Very happy with our decision to work with Swell Private Wealth. Steve and his team are great.

Donovan Nunweiler

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