Our Leadership

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.

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.

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.

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.