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, 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 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. Our team is grounded in long-term relationships, proactive advice, and a commitment to delivering peace of mind. 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/
