Steve Meldrum, B.Mgt., CFP®, CLU®

Insurance Specialist & Certified Financial Planner at Swell Private Wealth

About Steve Meldrum

Steve Meldrum is a corporate insurance specialist with Swell Private Wealth Ltd., a boutique
advisory firm that trains accountants, lawyers and private bankers. He’s a contrarian by nature with a niche in advanced tax strategies to reduce and eliminate tax for corporations,
shareholders and estates. He loves getting into the weeds of tax and solving challenging
problems in creative ways. Steve’s approach is direct, clear and clarifying as he believes in
rowing the boat of strategy in the same direction as his client’s professional team.

Typical Clients

If you are looking for a clear path to confidence you are in the right place. I believe that simplicity brings clarity and tend to work with family enterprises and professionals with complexities. Life is short and you can have peace of mind while you enjoy it!