Are you crushing tax? Recent tax changes with TOSI and passive income rules have forced many clients to pivot their plans. What are your alternatives? Come learn the foundation of insurance tax planning, what is trending and what to look out for. It's not all sugar and spice.

by Steve Meldrum, B. Mgt, SPP, CLU

“Steve is the insurance guru at Swell Private Wealth Ltd. He’s a contrarian by nature and loves getting into the weeds of tax. The lion share of his practice is training accountants how to properly structure insurance solutions and products for corporations and shareholder estate planning. He helps you crush tax both now and in the future for your high net worth and ultra-high net worth clients. When there’s a challenging problem to solve, he dives all in to bring value to the table.”

Over the years, Steve has become an authority within the Canadian insurance industry and is a frequent contributor to industry publications and events. He believes that simplicity brings clarity and seeks to answer tax, estate and legacy complexities through this lens.