Swell Private Wealth

Closed
1185 W Georgia St
Vancouver, BC V6E 4E6

Swell Private Wealth Ltd, based in Vancouver, BC, specializes in life insurance planning for affluent families and businesses, focusing on maximizing their impact on future generations and communities. The firm prides itself on building lifelong relationships with clients, ensuring a comprehensive approach to wealth transfer and estate planning.

Founded by Steve Meldrum, a corporate insurance specialist, and supported by co-founder Rylan Olsen, the team integrates insurance solutions into broader financial strategies, particularly for high-net-worth individuals. Their commitment to family-focused service aims to help clients navigate the complexities of wealth preservation and legacy planning.

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