At Daumler, Mertz & Associates, we provide expert financial planning in Calgary, Alberta and across Canada, 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.
Whether you're focused on retirement planning, tax-efficient strategies, investment management, or business succession planning, we create tailored financial plans designed to grow with you. Our dynamic process goes beyond traditional investment advice. We take the time to understand what truly matters to you and build a comprehensive and strategic IG Living Plan™ to support your goals across every stage of life.
Principal Rob Daumler, CFP®, B.Econ, brings over three decades of experience guiding high-net-worth individuals and families through the complexities of wealth planning with clarity, confidence, and care.
Senior Financial Consultant, Lucas Mertz, CFP®, CIM®, BBA, helps clients make confident, informed decisions about their financial futures.
Working closely with your legal and accounting professionals, along with our team of in-house experts on tax, estate and portfolio management, our team takes a family office approach to help you build confidence in your future as we aim to protect and manage your wealth, ensuring all aspects of your financial picture are synchronized.
With a focus on long-term relationships, proactive advice, and peace of mind, we’re more than a wealth management team; we’re your lifelong partner in financial success. We will achieve this through accountability, a specialized collaborative approach, and our commitment to providing a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.