Swell Private Wealth - Medicine Hat, Alberta

Navi B.

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 B.

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!

Anne P.

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.

lookworks T.

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!

Ruth D.

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!

Phyllis T.

Steve and the team are phenomenal! Their knowledge and integrity are the driving force of their business. We are so grateful for everything they have done for us. Thanks so much.

Shahed B.

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!

Russell B.

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.