Welcome to Ewert Group Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Ewert Group Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
We have been investing through Ewert Group for many years and during that time we have been very happy with the relationship and service we have received from everyone affiliated with the group. Mark is the captain of the ship but, Jason, Shannon and the rest of the crew offer helpful, expert advice on investing and financial planning. They are knowledgeable and responsive to our questions and needs as investors and now, as retirees. Through economic upturns and downturns, the Ewert team has navigated us safely. They have now worked to transition us to a retirement plan which ensures that we will be well looked after for years to come!
Join Chief Investment Strategist Philip Petursson for an in-depth discussion on market volatility, global turmoil, and future opportunities. Philip will be joined by Christine Van Cauwenberghe, Head of Financial Planning, who will discuss financial planning issues that have concerned clients during the pandemic, and ways to plan for life’s ups and downs.
We manage the complexities of your wealth to enhance your financial well-being.
