Get to the top of the directory by claiming your business!
Swell Private Wealth

Swell Private Wealth

Claim Business
5.0 Google Review
462 4 St SE #201, Medicine Hat, Alberta, T1A 0K6, Canada
(403) 487-0490 swellwealth.com
Read our review guideline

Write a Review

Loading…

Write a review
Be the first to write a review.

Google Reviews

Refresh Reviews 5.0


Mar 22, 2018
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!

Mar 14, 2018
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.

Feb 12, 2018
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!

Mar 9, 2018
I used to stress about money on a daily basis and then I got Steve Meldrum to take a look at my finances and now I hardly even think about it but to stay in my weekly budget! And he has saved me so much money! This is the man to talk to to!

Apr 12, 2015
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.

INDUSTRY BLOGS

When to choose custom website development over a template website solution

#custom web development template web development

Your website is the first look into your business. It is a digital window into your brand and your services. As such deciding on which website solution is best for you a custom build...

iOPW

Whisky 101: A Light-hearted Guide to the Water of Life

#whiskey #smithville

Welcome to Whisky 101, folks! Today, we're exploring the fantastic world of whisky, whisky, whiskey, and, yes, more whisky! Oh, did I mention whisky? By the end of this tour,...

Smithville Whiskey

A Whiskey Journey: From Water Source to Distillery

#whiskey #smithville

Every whisky connoisseur will tell you that the secret to a great whisky lies in three key elements - grain, yeast, and water. But did you know that it's the water, often overlooked,...

Smithville Whiskey

Whisky Wonders: An Expedition Across Regions

#whiskey #smithville

There's a world of difference between sipping a peaty Scotch, an earthy Irish whiskey, or a sweet and smoky American bourbon. These variations are not merely due to the distilleries'...

Smithville Whiskey

The Earliest Instances of Whiskey in World History

#whiskey #smithville

The history of whiskey, or whisky as it's spelled in some countries, is long and somewhat shrouded in time. While the exact origins of whiskey are unclear, we can trace its ancestry...

Smithville Whiskey

Exploring the Spirit of America: The Kentucky Bourbon Trail and Its Impact on the Bourbon Industry

#whiskey #smithville

Hey there, bourbon lovers! Have you ever wanted to wander through the heartland of bourbon production, learn from master distillers, and sip straight from the barrel? If so, there's...

Smithville Whiskey

Tax Advantages of Investing in Costa Rica Property

When evaluating international real estate investments, taxation often becomes one of the most decisive factors influencing long-term returns. Costa Rica has built a strong reputation...

Kindred Consulting C.R.

Costa Rica Residency Through Real Estate Investment

For many investors, purchasing real estate in Costa Rica is only the first step toward a larger goal—establishing residency and eventually relocating full-time. While real estate...

Kindred Consulting C.R.


Own this business?

Claim Your Business
• Update your photo and information
• Get notified when reviews are posted
• Respond and manage your reviews
• Select badges and keywords

Opening Hours

Mon:8 am - 4:30 pm
Tue:8 am - 4:30 pm
Wed:8 am - 4:30 pm
Thu:8 am - 4:30 pm
Fri:8 am - 4:30 pm