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.