About Mike
As a Private Banker, Mike works with successful Canadian families to provide oversight and exceptional service related to their everyday banking & wealth planning needs. With a strong lending background, Mike offers expertise in delivering various deposit and complex lending structures that align with our clients’ specific needs. Mike works 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.
Experience & Background
Mike joined BMO Private Banking in 2011 after spending his previous 13 years working for BMO’s personal and commercial banking teams. Working with BMO’s commercial clients and their families provided a strong background to transition to the personal wealth side of the business.
Education & Credentials
Bachelor of Business Administration (BBA -Stfx University)
Certified Financial Planner (CFP)
Certificate in Estate Planning & Trust Strategy
Certificate in Advanced Retirement Strategy
Family Enterprise Advisor (FEA)