Rob Daumler CFP®, B. Econ

Principal
Rob Daumler, CFP®, B.Econ, is the Principal of Daumler, Mertz & Associates at IG Wealth Management, bringing over three decades of knowledge and experience to the families and professionals he serves. Since earning his BA in Economics from the University of Calgary in 1992 and joining the financial services industry shortly after, Rob has been committed to helping clients gain clarity, reduce financial stress, and build lasting confidence in their financial future. Holding the CERTIFIED FINANCIAL PLANNER® designation since 1998, Rob is known for his steady leadership and thoughtful, relationship-driven planning approach. Over the years, he has built a reputation for delivering sophisticated, tax-efficient strategies that support retirement, business succession, estate planning, and intergenerational wealth transfer. Rob focuses on creating tailored solutions that align with each client’s goals and values. 
 
Rob is widely respected not only for his technical expertise but also for his leadership, serving as a Division Director with IG Wealth Management, where he mentors emerging advisors and champions professional development within the firm, drawing from his broad scope of experience with strategic planning for affluent families and business owners.
 
Outside the office, Rob enjoys golf, fishing, and spending time at the lake with his wife Marie and their three children Ben, Billie, and Eve. He is a dedicated member of The Goodbuggers hockey team, with nearly $300,000 raised since 2021 for the Gordie Howe CARES Centre for Alzheimer’s Research and Education Society. And while most people know him for his financial expertise, few suspect Rob once travelled the world wielding a badminton racket, representing Alberta and Canada as a nationally-ranked player, a testament to the focus and discipline he brings to everything he does.
 
Connect with Rob on LinkedIn here. 
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Lucas Mertz CFP®, CIM, BBA

Senior Financial Consultant
Lucas Mertz, CFP®, CIM®, BBA, is a Senior Financial Consultant at Daumler, Mertz & Associates with IG Wealth Management, where he helps clients make confident, informed decisions about their financial futures. With a dual background in Finance and Economics earned while attending university in the United States on a hockey scholarship, Lucas brings a rare combination of analytical insight and disciplined focus to his work. He began his career at ATB Financial before joining IG Wealth Management in 2015, and has since earned both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. 
 
Lucas specializes in building integrated wealth plans that reflect each client’s unique goals, whether that means preparing for retirement, optimizing investments, or creating tax-efficient strategies for long-term success. Born and raised in the Calgary area, he understands the values and priorities that matter to Alberta families and business owners. Known for his calm, clear guidance and thoughtful approach, Lucas is deeply committed to helping clients feel confident at every stage of their financial journey. Away from the office, he still enjoys time at the rink, but now it's more about community and connection than competition.

 

Connect with Lucas on LinkedIn here. 
Follow Daumler, Mertz & Associates on Facebook here.

Michelle Battams CFP®, RRC, PFP

Senior Financial Consultant

Michelle joined Daumler, Mertz & Associates in 2026, bringing with her nearly four decades of experience in financial services and a deeply client-focused approach to planning. Michelle is passionate about guiding clients through important life decisions with clarity and care, ensuring their financial plan reflects both their priorities and their vision for the future.

She began her career at Shaunavon Credit Union in 1985 before building an accomplished tenure with one of Canada’s largest national banks from 1987 to 2024. Over the course of her career, Michelle has held a wide range of leadership and advisory roles spanning personal lending, small business advisory, branch management, and comprehensive financial planning. At the bank as a Senior Financial Planner, Michelle earned multiple Annual Achievers Awards and two Chairman’s Awards in recognition of her dedication to client outcomes and professional excellence.

Michelle was drawn to IG Wealth Management and the Daumler, Mertz & Associates team by the opportunity to offer a more integrated planning experience bringing together advanced financial planning, investment management, and a collaborative network of specialists. She values being part of a team that shares a strong commitment to delivering meaningful, long-term value for pre-retirees, retirees, business owners, and families to make confident decisions aligned with their long-term goals.

Michelle holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, along with the Registered Retirement Consultant (RRC), Canadian Securities Course (CSC), and Professional Financial Planner (PFP) designations. Her extensive experience, combined with a strong technical foundation, allows her to provide thoughtful, well-structured guidance tailored to each client’s unique situation.

Outside of her professional life, Michelle enjoys an active, outdoor lifestyle. She and her husband live on a small acreage in the foothills, where they care for their animals, garden, and spend time riding horses. A passionate traveller, she has visited more than 20 countries and enjoys hiking, mountain biking, and skiing in the mountains throughout the year. Michelle is also a proud grandmother and values time spent with her family.