We work with successful Canadian families to provide oversight and exceptional service related to their everyday banking & wealth planning needs.

With a strong lending background, we offer expertise in delivering various deposit and complex lending structures that align with our clients’ specific needs. We work together with a team of professionals specializing in Investment management, Trust & Estate planning as well as various wealth planning modalities (Tax, Insurance, Philanthropic and Succession Planning).

Together, we aim to deliver a comprehensive plan that is unique to our client’s circumstances & needs. Shannon Bakker and Tyler Ollenberger are Private Banking Officers that supports Mike’s clients to provide exceptional service for all day to day transactional and banking solutions.

 

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BMO Family Office specializes in guiding highly successful individuals and families through the complexities of substantial wealth, providing tailored solutions that meet their objectives with confidence.

 

Recent Posts

Weekly Strategy Perspectives: Myth-Busting

Aug 28, 2026 - BMO Private Wealth

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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Weekly Strategy Perspectives: Not-So-Boring Bonds

Aug 21, 2026 - BMO Private Wealth

This week, we tackle the primary factors driving sovereign yields higher – and the implications of those developments for the economy and investors....

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Weekly Strategy Perspectives: Q2 in Review – Notable Nuance

Aug 14, 2026 - BMO Private Wealth

The Q2 earnings report season is nearly complete and it’s been nothing short of a barnburner....

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