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.

 

Get Started

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: Musings on the State of the AI Trade

Jun 26, 2026 - BMO Private Wealth

Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....

Read more

Reinventing Jobs in the Age of Technological Transformation

Jun 24, 2026 - BMO Private Wealth

There’s no doubt that a workplace transformation is underway as the discourse around generative AI’s impact on white-collar jobs and employment continues to heat up....

Read more

USMCA Review to Focus on Enforcement, Supply Chains and Security

Jun 24, 2026 - BMO Private Wealth

When USMCA was first signed, it was hailed by some as the most consequential trade agreement on the planet. Nearly a decade later, that agreement faces its first major test as it enters its first major review....

Read more