Welcome to Daumler & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Daumler & Associates Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being. (*Offered through Investors Group Securities Inc.)
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
Rob Daumler is an excellent financial advisor! He really takes the time to listen and understand you, either as an individual or as a couple. He builds trust through relationship and he understands that financial planning can be very emotional. It's not always just about the numbers, there is way more to it than that! He wants to know what is important to you and develops strategies to help you get to where you want to be. He works with you to make sure the retirement you envision can be a reality for you, if you follow the plan. We are grateful to have Rob in our lives. He has given us the confidence to know that we are on the right financial path and the future is bright. We would recommend Rob in a heartbeat. 
With the onset of the COVID-19 pandemic, we have seen inspirational stories of individuals and organizations helping their communities and supporting causes in a variety of ways.
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COVID-19 has created an environment where concerns for our loved ones’ health and economic well-being are both top of mind. It’s also made many of us appreciate that we’re not invincible, and sometimes we can’t control the future.
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Global equity markets posted a steep decline after steps taken to curtail the spread of COVID-19 shut down large portions of economic activity and created a massive global demand shock
Read moreRob Daumler, CFP talks about how to navigate current market conditions and what can be learned from previous market data.
IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.
IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.
