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Swell Private Wealth

Swell Private Wealth

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

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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