Mark Ewald

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Mark Ewald

Portfolio Manager

Investment Advisor




Tailored solutions in tune with your needs and the needs of those you care about



(519) 725-1160

Office Location

412 Albert Street Waterloo, ON N2L 3V3. map

What matters most to you – and what brings you here? 

Did you sell your business and are now looking for professional wealth management?
Has your portfolio grown to the size where you are now uncomfortable managing it by yourself?
Perhaps you are looking for tax-effective strategies to pass on your wealth to loved ones.
Or maybe you have investments with various firms and no clear strategy that connects them to your financial goals.
Our team works closely with individuals and organizations who are seeking professional, unbiased, investment and wealth management advice. Every client is unique and has specific financial, personal and emotional characteristics.  Each of these are factored into the comprehensive plan we create. 

Our focus at Ewald, Yanke and Associates Wealth Management is to act as trusted stewards of your wealth and to help guide you through the complex opportunities and challenges money can bring.  Having assembled a large team of professionals and limiting the number of clients we serve allows us time to be patient when explaining concepts or ideas to our clients.





Deeply Talented Team

With decades of combined on-the-ground experience and formal education in a range of relevant areas – including financial planning, business, accounting and tax – our team members are particularly well qualified to help you articulate and reach your financial objectives.  Because our team member's ages cover 4 different decades, we can not only relate to members of all demographic groups but can ensure a great continuity of service to our clients for years to come.

Drawing on this deep talent, as well as the expertise of various TD Specialists, we can provide you with a range of strategic planning services that is often only seen in family office environments.

Simply put, we are professionals.

Personalized Portfolio Asset Allocation

The asset allocation we recommend for you is methodically devised and driven by your goals, time frame and risk tolerance - not by short-term market conditions.

Depending on your stage in life you may be focusing on growing your wealth, protecting your wealth, or transferring your wealth; we align your portfolio to your current objectives and adjust it as your objectives change.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Pension-Like Portfolio Design

Pension funds take a long-term view of money management and diversify into several asset classes.
We do too.
Market volatility is inevitable. However, our portfolio is designed to help grow assets responsibly in up markets, while aiming to provide improved downside protection during challenging markets.
Gone are the days where the traditional 60/40 portfolio will continue to be effective.  We think about new ways to manage your money for today and the future.
We manage money using a combination of strategic and tactical decisions.

Strategically, the portfolio is diversified into several asset classes and geographical locations.  The asset classes include public and private equity, public and private debt, hard assets and alternative assets. Geographically, we allocate money to Canada, the US, Europe, Asia and Emerging Markets.

Tactically, we monitor and, when deemed appropriate, change the portfolio's geographical weightings, asset class weightings, investment constituents or foreign exchange hedges to capitalize on market, sector or company corrections.

For clients with low liquidity needs we take advantage of illiquidity premiums by allocating a portion of the portfolio to alternative investments such as private debt, equity and real estate – just like pension funds do.

Discretionary, Fee-Based Money Management

Mark Ewald and Dan Yanke are Portfolio Managers.

The Portfolio Manager designation is one of the highest credentials an investment professional can achieve in Canada. It is recognized by securities regulators and represents years of advanced education and extensive experience advising clients and managing investment portfolios.

TD Wealth Private Investment Advice Portfolio Managers are held to high standards. They must not only hold industry-specific credentials, but also meet TD Wealth's stringent qualifications.
As portfolio managers Mark and Dan are permitted to run client portfolios on a discretionary basis. 

We do not receive compensation from anyone other than our clients.

We believe our existing clients know that we always recommend only investments we believe are the best for them; with the fee-based platform we want our new clients to feel comfortable that we have absolutely no biases when building our model portfolio.

Read more about the benefits of Discretionary Investing:

Decision Making

You no longer have to make daily investment deciscions - you can entrust them to our team. We can manage money for you, not just with you.

Transparent Fees

One transparent, asset-based fee with no comission per trade lets us focus on driving your profolio's success without worrying about the cost of trades. 

Swift Action

Sudden Opportunites and risks can be addressed swiftly without waiting for your approval.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.


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