Steve Meldrum Cfp® Clu® Fea Tep Email & Phone Number

Accountants are my peeps!If you're an Accountant doing advisory work, you understand expertise and value.I love rolling up my sleeves and getting dirty in the technical weeds of corporate-owned life insurance. With TOSI (tax on split income) and passive income rules changing the game, insurance has become the go-to solution for Accountants doing true advisory.Corporate insurance in a nutshell:• Lowers taxes• Potential tax deductions• Enjoys tax-sheltered growth• Enhances investment yield• Can supplement retirement income• Creates CDA - Capital Dividend Account• Provides tax-free transfer of wealth • You win, not the CRA - Canada Revenue Agency My mantra of doing things right the first time aligns well with those who don't settle for mediocrity. There's always a good, better and best option - with a clear focus, high performers never settle for the first two. Corporate life insurance is a jungle that requires a professional guide to be safe. If you want simplicity, clarity and confidence for you and your clients, we should connect. Full disclosure: I tell it like it is and don't sugarcoat anything. However, Accountants love that.Booking link: https://meetings.hubspot.com/swell-steve/swell-connectionorsteve@swellwealth.comp.s. my favourite way to relax is ultralight backpacking into the backcountry. It is raw, real and refreshes my soul.

Listed skills include Corporate Insurance, Estate Planning, Strategic Financial Planning, High Net Worth Insurance, and 10 others.