With a passion for organization and client service, Maggie Daumler plays a pivotal role as Practice Manager at Daumler, Mertz & Associates. Since beginning her career in financial services with IG Wealth Management in 2017 as a processor at head office, Maggie has continually advanced her expertise. She was promoted to Associate Manager in 2019 and transitioned into a client-facing role as an Assistant for the practice in 2021. In 2024, she obtained her securities license and became Practice Manager for the Daumler Mertz team, further enhancing her ability to support clients in achieving their financial goals.

 

Maggie thrives in a team environment, bringing structure and efficiency to the practice while serving as a key point of contact for clients. She is driven by a commitment to clarity in financial planning and takes pride in helping high-net-worth individuals, families, and corporations in Alberta and British Columbia navigate their financial journeys with confidence.

 

Beyond her professional life, Maggie lives in Calgary with her partner, Jack, and their beloved rescue animals, including two special needs cats and a dog. She is an outdoor enthusiast who enjoys running, hiking, snowboarding, and paddleboarding, as well as indulging in cooking, exploring breweries, and watching movies. Maggie is also dedicated to giving back to the community through her volunteer work at a local animal rescue shelter.