At Daumler Mertz Wealth Management, Rob Daumler and his team are dedicated to helping individuals, families, and business owners in Calgary, Alberta, and Western Canada achieve their financial and retirement savings goals through personalized financial planning strategies and expert guidance for growing and protecting wealth.
With decades of combined experience, our team of CERTIFIED FINANCIAL PLANNER® (CFP) professionals specializes in wealth management, retirement planning, investment strategies, and tax-efficient financial solutions. We take the time to understand your unique needs and aspirations to build a customized, comprehensive financial plan that evolves with you and your family over time.
At Daumler, Mertz & Associates, community involvement is at the heart of what we do. We are proud to support Calgary and its surrounding areas through meaningful contributions, partnerships, and volunteer efforts. From sponsoring local events to actively participating in initiatives that strengthen our community, we believe in giving back to the place we call home.
At Daumler, Mertz & Associates, we are committed to empowering individuals, families, and businesses in Calgary, Alberta and Western Canada with tailored financial solutions. Backed by decades of expertise, our team of CERTIFIED FINANCIAL PLANNER® (CFP) professionals specializes in wealth management, tax planning, retirement savings strategies, and estate planning. By understanding your unique goals, we deliver personalized advice to help you navigate every stage of your financial journey. Whether you're planning for retirement, growing your investments, or securing your legacy, Daumler, Mertz & Associates is your trusted partner in achieving financial success with a comprehensive financial and wealth management plan.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being. (*Offered through Investors Group Securities Inc.)
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
Rob Daumler is an excellent financial advisor! He really takes the time to listen and understand you, either as an individual or as a couple. He builds trust through relationship and he understands that financial planning can be very emotional. It's not always just about the numbers, there is way more to it than that! He wants to know what is important to you and develops strategies to help you get to where you want to be. He works with you to make sure the retirement you envision can be a reality for you, if you follow the plan. We are grateful to have Rob in our lives. He has given us the confidence to know that we are on the right financial path and the future is bright. We would recommend Rob in a heartbeat. 
In the new, new normal, which is a lot like the old normal, we see the global economy as advancing through 2025, but the pace of growth will differ by country and region.
As you begin to prepare your 2024 tax return, we want to ensure you’re aware of important upcoming dates and deadlines so you have everything you need to file your return with minimal hassle.
Passing the property to the next generation is a priority, but there are significant tax and non-tax-related considerations associated with keeping that cabin or condo in the family.
Download our free whitepaper to learn more about strategic estate-planning options available to ensure your child’s inheritance and your legacy is protected.
Rob Daumler, CFP talks about how to navigate current market conditions and what can be learned from previous market data.
IG’s Chief Investment Strategist, Philip Petursson, predicts five key themes investors can expect for 2025.
An investment portfolio that is meticulously managed by teams of experts collectively working 100’s of hours for you.
