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.