At Daumler, Mertz & Associates, we provide expert financial planning in Calgary and beyond, helping successful individuals, families, and business owners navigate life’s financial complexities with clarity, confidence, and purpose. Backed by decades of combined experience as CERTIFIED FINANCIAL PLANNER® (CFP®) professionals and the strength of IG Private Wealth Management, part of the Power Financial Corporation Group of Companies, our team delivers a personalized, goals-based approach to building and preserving wealth.
Our team has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we provide you with local attention and national support with direct access to dedicated specialists in the areas of estate, insurance, wealth, and mortgage planning. The IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team, which includes tax accountants, estate lawyers, advanced financial planning specialists, pension specialists and individuals with various types of advanced legal and accounting expertise.
As the principal of Daumler, Mertz & Associates, I’m very proud of what we’ve been able to accomplish in the financial services industry. We have a client-focused approach, understanding that every client is different and has different goals, different circumstances and a different understanding of financial services. We want to bring our clients peace of mind that all their financial affairs are in a great place, whether it’s their investments, estate, tax or retirement plan. We want to give our clients a clear understanding of their situation, clear understanding of the products they have and need, and we want them to feel confident that they are well looked after. Through the use of state of the art planning software we can answer all the questions a client has. There is no flying blind, hoping our plans work out. We love what we do! In the 27 years I’ve been in the business I can call many of my clients friends. I know and work with many of their children, their siblings and other friends. Our goal is when every client leaves our offices they are in a better place than when they walked through our doors.
What I love about working with the Daumler team is that they take a holistic approach to comprehensive financial planning. This means looking after every aspect of their clients' financial situation, such as reviewing their wills, personal directives and powers of attorney.
They also make sure they have a relationship with the family guardians and estate executors. This combined with advanced tax and efficient cash flow strategies makes this a very effective process. This gives their clients the peace of mind they want and deserve. Finally their team monitors and keeps their clients on track during both good and challenging times. It has been a pleasure working with one of the top financial teams in the country.
