THE TEAM
Mark Ewert, CFP®
Principal
Investors Group Financial Services Inc., I.G. Insurance Services Inc.
CFP, FMA, CIM, TEP, RRC

Mark Ewert has always thought differently when it comes to financial planning. He is passionate about communicating in
ways that clients understand, able to make sound decisions that ensure they continue to confidently navigate their lives
and be secure and ultimately where they want to be when it comes to retirement.
Clients benefit from his ‘making the complex simple’ approach in building a business that focuses on the needs of the
Canadian investor. Ewert Group Private Wealth Management is built on solid relationships that appreciate his in-depth
analysis and focused planning. Mark is a lifetime student of professional and personal development, lessons that he brings
to all that he does.

Our team has access to specialists who can provide additional insight and strategies for your financial plan.
Marilyn Saari
Mortgage Planning Specialist
I.G. Investment Management Ltd.

Marilyn joined Investors Group as Mortgage Planning Specialist for the Niagara Region in 1996.

Marilyn brings over 20 years of experience in both Real Estate and Mortgage industries with expert knowledge in the area of credit analysis. Prior to joining Investors Group, Marilyn held a Real Estate license, worked 10 years with CMHC and six years as a Mortgage Consultant.

Marilyn draws from her past experience to work with Consultants and clients to provide advice and solutions, and to tailor a mortgage that matches individual financing goals. Her wealth of knowledge and experience is evident through the passion she brings to her business.

Specialist
Specialist
Awards & recognition

2015 Niagara Region proudly presented Mark with the annual award for Top Consultant of the Year with the highest business credits for the year.

In March 2015, Mark earned the Registered Retirement Consultant (RRC) designation.

2014 Mark received the Certificate of Achievement in recognition of his commitment toward Financial Planning and Service Excellence through the use of Personal Financial Planning (PFP) at the Platinum Level.

From 2011 - 2015, Mark has achieved the Presidents Elite Achievement Level which is the top 1% of Investors Group Consultants and from 2007 - 2010 he earned the Presidents Club Achievement Level which is the top 3% of Investors Group Consultants, both based of new business.

In September, 2002, Mark was named the Chairman’s Club Gold Medalist; awarded annually to one Consultant nationally in their first four years at Investors Group, for outstanding performance in all areas, with exceptional new business.

In June 2006, Mark was awarded the prestigious Herbert H. Carnegie Community Service Award which is presented annually at the President’s Circle conference to an attendee with a record of outstanding customer service and exceptional long-term community service.

 

 

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In the community

We believe in supporting the communities where we live and work. Here are just a few things we care about.

YMCA

Bethany Community Church

United Way

Heart and Stroke Foundation

Missionary Ventures Canada

Your Life Counts

Jordan Lions' Club

Southridge Community Church Homeless Shelter

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