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: Nuggets vs. Noise: Q3 Review and Q4 Outlook

Oct 02, 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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Your legacy in motion: The benefits and risks of early wealth transfer

Sep 28, 2026 - BMO Private Wealth

Our experts share some of the key considerations for families thinking of passing on wealth sooner rather than later....

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Canada Investment Summit: What It Means for Businesses and Investors

Sep 25, 2026 - BMO Private Wealth

The Canada Investment Summit brought renewed attention to investment opportunities in the country and new, as well as pre-existing, strategies for influencing economic growth and competitiveness....

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