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: Profile of a Bubble (How Worried Should We Be?)

Jun 05, 2026 - BMO Private Wealth

Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....

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Weekly Strategy Perspectives: Great (Inflation) Expectations – Part II

May 29, 2026 - BMO Private Wealth

Investors looking for resolution of the creative tension between cheerful equity markets and fretting fixed income markets were stymied yet again this week....

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Weekly Strategy Perspectives: Great (Inflation) Expectations – Part I

May 22, 2026 - BMO Private Wealth

Last week’s toasty reads on U.S. consumer and business inflation nudged both bond yields and investor anxiety higher....

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