If you’re an accountant, lawyer, banker, insurance advisor or business professional wanting to learn more about tax, be sure to register for the third annual Moodys Tax Summit. This year’s event will be held at the Sheraton Eau Claire in Calgary or you can attend online.

The Sheraton Eau Claire is committed to providing a safe and clean environment for our attendees. The hotel follows strict company guidelines to ensure thorough cleaning and disinfection, proper physical distancing and contactless interaction whenever possible.


We are proud to announce Russ Sheppard as our keynote speaker.

Russ is the owner of Spruce Notary & Legal in Cranbrook, B.C., where he also serves as a full-time lawyer. Prior to practicing law, he was a teacher in Kugluktuk, a small Inuit community in Nunavut that had one of the highest teen suicide rates in North America. Russ introduced a lacrosse program at the local school, which helped athletes create a sense of pride and purpose in themselves and their community. His story served as inspiration for the film “The Grizzlies,” which had its world premiere at the 2018 Toronto International Film Festival. In his keynote presentation, Russ will reflect on his experiences coaching and mentoring the team, while discussing the resiliency of the human spirit.

Additional Speakers

Steve Meldrum B.Mgt. CFP® CLU®

Steve Meldrum is the corporate insurance specialist at Swell Private Wealth Ltd. He is a contrarian by nature and loves getting into the weeds of tax. Swell’s practice focuses on training accountants, lawyers and private bankers how to properly implement insurance into advanced corporate and estate planning. He loves the challenge of solving problems in creative ways.  Steve is straight up, with a no bull attitude; you’re getting a person rowing the boat in the same direction as you.

Steve obtained his Bachelor of Management degree from the University of Lethbridge and studied international finance at Universidad de Panamerica in Guadalajara Mexico.

Steve is married with three daughters and he loves tacos.