About Us

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.

Learn more  

Our Approach

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.

Learn more  

Giving Back

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.

Learn more  

Our Solutions

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.

Tax Planning

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.

Investment Planning

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.

Estate Planning

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.

Meet Our Team

  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!  

Joan and Doug

Read More

Education Centre

IG Private Wealth Management |
Many of us understand the value of the Registered Retirement Savings Plan (RRSP): almost six million Canadians make RRSP contributions every year.1 Most of us also know about the tax benefits of RRSP contributions and that it’s an extremely versatile and effective retirement planning tool.
IG Private Wealth Management |
The third quarter of 2022 continued to present the same challenges to investors as those we’ve seen all year. That is, higher inflation being dealt with by the central banks via higher interest rates.

Videos

Navigating the new normal - Post-Pandemic Market and Financial Planning Perspectives

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.

Our Philosophy

We manage the complexities of your wealth to enhance your financial well-being.

2022 Market Outlook: Rapid reopen to normalization

View More