Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
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!
I have appreciated Mark Ewart’s personalized, friendly interaction during our twice-yearly appointments. He has always explained clearly and succinctly what is happening with investments and the economy in general, providing advice and reassurance for the retirement years. It is comforting to know that he will guide my family through the coming years and even be there to assist with our estate.
Ewert Group consistently delivers a high level of servicing and sophisticated financial planning to all of their clients. This helps ensure their clients are able to realize their goals and dreams throughout life. They are a leading practice at IG Wealth Management and a valuable part of the Greater Niagara Region. In addition, they strive to give back whenever possible and truly make a difference in our community. We are very fortunate to have them as part of our Region and I really enjoy working with them every day.
Mark Ewert and his team have the ability to influence people in a positive way. That is the true definition of what a leader is. Mark and his team demonstrate honesty, hard work, and excellent communication skills. One of the most important skills that they show on a daily basis is they listen to you with empathy which creates a positive work environment. Their transparency demonstrates to me what is the most important ingredient of a leader, honesty! I cannot say enough about how grateful I am to have met Mark Ewert and his team.
Barry heard about Ewert Group through a fellow AMD employee. We set up a meeting with Mark and Shannon and attended a seminar outlining how AMD's pension plan worked. Soon after, we started the transition of our investments to Ewert Group. Over the years we have become acquainted with the team members and have found them all to be knowledgeable and very helpful with setting and obtaining our financial goals. We feel very comfortable moving into our retirement years.
About 10 years ago, a co-worker of mine from Arcelor Mittal-Dofasco, recommended Mark to assist us with our financial planning and eventual retirement. Mark and his team have provided us with knowledge, guidance and support throughout the important years prior to, and after retirement. Mark’s remarkable knowledge of Arcelor’s pension plan combined with his expertise in financial planning, helped prepare us for retirement with peace of mind. This group of outstanding and friendly professionals have always been there for us, promptly answering any of our questions.
We came to know of Ewert Group through an AMD colleague. We are approaching retirement and looking for a partner to help us manage our finances a little better. From our first meeting with Mark we felt like we were in the right place! A tremendous amount of effort (we had to answer lots and lots and lots of questions!!) was put forth to get to know us and what our expectations were. With a perfect understanding of our company’s somewhat complicated retirement package, Mark, in short order, had us set up with a plan. No pushing or prodding just a discussion around possibilities and options. For the first time I felt that yes we will retire and we will be fine!
I highly recommend Ewert Group, retirement looms for us and we look forward to it knowing our finances are in good hands.