Rob Daumler - Daumler & Associates

Rob Daumler - Daumler & Associates Rob Daumler CFP®, B. IG Wealth Management Inc. Our team is grounded in long-term relationships, proactive advice, and a commitment to delivering peace of mind.

Econ
Senior Wealth Advisor

Lucas Mertz CFP®, CIM, BBA
Senior Wealth Advisor

Michelle Battams CFP®, RRC, PFP
Senior Wealth Advisor

Daumler, Mertz & Associates
IG Wealth Management Inc. 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, conf

idence, 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 holistic process goes beyond traditional investment advice, we take the time to understand what truly matters to you and craft a comprehensive IG Living Plan™ to support your goals across every stage of life. Led by Principal Advisor Rob Daumler, CFP®, and supported by a dedicated team of professionals with legal and accounting expertise, we’re proud to serve clients in Calgary, Alberta, and across Canada. When you work with us, you gain more than a financial plan; you gain a trusted team who’s with you for the journey. Rob Daumler, CFP®, B.Econ, is the Principal of Daumler, Mertz & Associates at IG Wealth Management, bringing over three decades of 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. 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. Learn more about us at https://daumlermertzwealth.ca

Connect with Rob on LinkedIn: https://www.linkedin.com/in/robertdaumler/
Connect with Lucas on LinkedIn: https://www.linkedin.com/in/lucas-mertz-cfp-cim-bba-4999737b/

Estate plans do not fail because of poor intentions. They fail because of poor liquidity.Many affluent families hold sub...
08/12/2026

Estate plans do not fail because of poor intentions. They fail because of poor liquidity.

Many affluent families hold substantial real estate, private investments, or corporate structures. Without sufficient liquid assets, estates can face forced sales, tax inefficiencies, or family tension.

Estate liquidity planning must account for final tax liabilities, equalization strategies, and timing mismatches between assets and obligations. This requires coordination between portfolio design, insurance analysis, and estate documentation.

If your estate strategy has not been tested for liquidity under different scenarios, it's worth revisiting before it's too late.

A comprehensive retirement plan starts with a conversation. Contact us via our website: https://www.daumlermertzwealth.ca/





There is a difference between managing investments and engineering a retirement. Affluent retirees often discover that s...
07/15/2026

There is a difference between managing investments and engineering a retirement. Affluent retirees often discover that strong portfolios alone do not guarantee optimal outcomes.

Investment management focuses on returns. Financial planning integrates income sequencing, tax efficiency, estate liquidity, risk management, and behavioural discipline into a cohesive design.

If you value disciplined, integrated advice, a conversation about your current framework may be worthwhile.

A comprehensive retirement plan starts with a conversation. Contact us via our website: https://www.daumlermertzwealth.ca/





Market volatility feels different when you are drawing income in retirement rather than saving during your working years...
06/19/2026

Market volatility feels different when you are drawing income in retirement rather than saving during your working years.

Structured income planning reduces the need to make reactive decisions during market stress. Cash flow reserves, disciplined rebalancing, and predefined withdrawal frameworks create stability when headlines do not.

If recent market swings have caused uncertainty around your income plan, a structured review may provide reassurance.

A comprehensive retirement plan starts with a conversation. Contact us via our website: https://www.daumlermertzwealth.ca/





There are very few events where you can sit in your living room and share an experience with Canadians from every provin...
06/16/2026

There are very few events where you can sit in your living room and share an experience with Canadians from every province and territory.

That's exactly what makes this event special.

There's still time to register and join us on June 18 as IG Wealth Management celebrates its 100th anniversary with Rick Mercer and Alan Doyle. Together, we'll celebrate the stories, resilience, humour, and sense of community that have helped shape Canada over the last century.

Clients are welcome to invite friends and family to join this complimentary virtual event.

Live Webinar Event: Stories, Songs and The Canadian Spirit: An evening with Rick Mercer and Alan Doyle
📅 Thursday, June 18, 2026 | 🕐 8:00 pm MT
🔗 Register now: https://event.on24.com/wcc/r/5294437/88DFA860B66125E908201C7CABDB54C1?partnerref=RO63RobertDaumler

Is the boom coming with a price tag? Listen to the latest episode of The Living Market for the answer.Two years ago, inc...
06/13/2026

Is the boom coming with a price tag? Listen to the latest episode of The Living Market for the answer.

Two years ago, incoming U.S. Federal Reserve chair Kevin Warsh warned that central banks were getting too comfortable with higher inflation and called it very dangerous. Philip Petursson, Chief Investment Strategist at IG Wealth Management, explains why that warning looks prescient today. With most central banks worldwide running above their inflation targets, and bond yields climbing, the boom in labour markets and asset prices is coming with a cost. The question is how central banks respond, and whether markets are ready for that answer.

▶️ Click here to listen to the latest episode: https://www.daumlermertzwealth.ca/podcasts
Subscribe. Like. Share this episode.

For 100 years, IG Wealth Management has been part of the stories, milestones, and aspirations of Canadians from coast to...
06/11/2026

For 100 years, IG Wealth Management has been part of the stories, milestones, and aspirations of Canadians from coast to coast.

On June 18, we're bringing Canadians together for a special virtual celebration featuring Rick Mercer and Alan Doyle. Through humour, music, and storytelling, they'll share the experiences, values, and perspectives that make Canada unique.

We invite you to join us for an evening that celebrates community, resilience, and the Canadian spirit.

Live Webinar Event: Stories, Songs and The Canadian Spirit: An evening with Rick Mercer and Alan Doyle
📅 Thursday, June 18, 2026 | 🕐 8:00 pm MT
🔗 Register now: https://event.on24.com/wcc/r/5294437/88DFA860B66125E908201C7CABDB54C1?partnerref=RO63RobertDaumler

Opportunities to hear from leaders of this calibre don't come along often.As part of IG Wealth Management's 100th annive...
06/01/2026

Opportunities to hear from leaders of this calibre don't come along often.

As part of IG Wealth Management's 100th anniversary celebrations, we're pleased to invite you to an exclusive conversation with André Desmarais, Deputy Chairman of Power Corporation of Canada and Power Financial Corporation.

Discover how entrepreneurial thinking, long-term vision, and strategic planning help build legacies that endure for generations.

Live Webinar Event:
Building Legacy: The Entrepreneurial Mindset with Power Corporation's André Desmarais
📅 Thursday, June 04, 2026 | 🕐 12:00 pm MT
🔗 Register now: https://event.on24.com/wcc/r/5272382/27033D008A2493C47BECD7647366FEE6?partnerref=RO63RobertDaumler

Wealth means different things to different people. For some, it’s financial independence. For others, it’s peace of mind...
05/14/2026

Wealth means different things to different people. For some, it’s financial independence. For others, it’s peace of mind, flexibility, or the confidence to support what matters most. The definition is personal, the planning should be too.

Contact our team via our website: https://www.daumlermertzwealth.ca





“Having enough” is not a number, it's a strategy. If you have accumulated meaningful capital but still question long-ter...
05/13/2026

“Having enough” is not a number, it's a strategy. If you have accumulated meaningful capital but still question long-term sustainability, the issue may not be assets. It may be structure.

Affluent retirees often accumulate significant assets yet remain uncertain about sustainability. The concern is rarely about wealth alone. It is about clarity.

Confidence comes from understanding income durability, tax exposure, healthcare contingencies, and estate implications under multiple scenarios.

A comprehensive retirement plan starts with a conversation. Contact us via our website: https://www.daumlermertzwealth.ca/





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T2P1N2

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