Mark Ewert CFP, FMA, TEP, RRC, MFA-P
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.
Shannon Engel CPCA, RRC, EPC
Associate Consultant
Shannon Engel exudes such commitment and a passion and energy that many wonder if there is more than one of her.
That enthusiasm and her desire to make a difference are continually displayed with her genuine concern for each client’s well-being and her care and attention to detail. Clients also benefit from her highly organized approach, strong work ethic and effective problem solving capabilities.
Shannon’s career with IG Wealth Management began in 1998 while living in Halifax, NS. With a strong financial industry knowledge and background, along with her ‘making a difference’ belief, Shannon has the privilege to lead and empower a talented team of professionals through vision and values to plan, build, and deliver exceptional client experiences.
Jason Carson B.ACC, MBA, CFP
Associate Consultant
As our Technical Planner, Jason works closely with Mark with aim to develop the most tax efficient retirement plans for our clients. With over two decades of previous financial experience, Jason brings with him a strong educational background with a Bachelors of Accounting and Master of Business Administration degrees, and most recently attained the coveted CFP designation in 2018. Jason’s primary responsibility is to provide proactive, comprehensive and integrated wealth management strategies designed to meet our clients’ life goals. This is accomplished by addressing the 6 financial pillars: Retirement Planning, Investments Planning, Cash Management, Tax Planning, Risk Management and Estate Planning.
Carol-Lyn Davis CFP, FMA, RRC
Associate Consultant
Born and raised in the Niagara region on a 55-acre tender fruit farm, Carol-Lyn is no stranger to hard work. She holds strong core values and work ethic. She is truly here for her clients with 20 years of experience in the Financial Industry.
Carol-Lyn joined IG Wealth Management in September 2018 and transitioned to Ewert Group in May 2023. Prior to IG Wealth Management, she worked as an advisor focusing on client relations through wealth accumulation and strategy implementation. She trained and encouraged new advisors and support staff. Carol-Lyn also has extensive knowledge surrounding financing alternatives.
Carol-Lyn received her Honours BA in Economics and Financial Management from Wilfrid Laurier University. She holds her Financial Managerial Advisor, Registered Retirement Consultant and CERTIFIED FINANCIAL PLANNER designations and is a licensed Insurance Agent.
Jay Damani CFP, CIM, PFP
Jay serves as our Advisory Planner, supporting clients through well-structured financial plans and guiding them as they work through key decisions. He focuses on retirement planning, tax analysis, investment strategy, and the practical application of each plan so clients have a clear path forward. He has also written the TEP exam, strengthening his understanding of advanced planning topics.
In his role, Jay works closely with our advisory team to connect technical analysis with client goals, ensuring each strategy is accurate, actionable, and aligned with long-term priorities. Clients value his steady approach, strong preparation, and his ability to explain planning concepts in a clear and understandable way.
Beth Carson
Beth joined Ewert Group Private Wealth Management in 2017 and quickly earned the title of ‘Administrative Magician’. Her previous experience as an employment Counselor and business owner brings a depth of compassion and professionalism that is valued by all.
Whether you are calling or visiting our office, Beth is often your first point of contact who is always welcoming you with a warm smile. Beth’s focus is the timely execution and administration of all investment trading and providing clients with prompt attention. Beth’s commitment and attention to detail puts her in a class of her own.
Melanie Vanderlee
Melanie supports the day-to-day experience of our clients with a focus on accuracy, organization, and warm service. She manages key administrative processes, prepares documentation for client meetings, and ensures each step of the planning process is completed with care. Clients rely on her attention to detail and her timely follow-through.
Within the team, Melanie plays an important role in coordinating workflows, maintaining up-to-date client records, and supporting the implementation of financial plans. Her thoughtful approach and strong sense of ownership contribute to the consistent, high-quality service our clients expect from the Ewert Group.