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: Witch Bubble Hunting

Oct 30, 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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Can family philanthropy help prepare the next generation for wealth?

Oct 26, 2026 - BMO Private Wealth

Our experts look at why some families see philanthropy as a way to teach decision-making, governance and financial stewardship in a real-world setting....

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Weekly Strategy Perspectives: Reassessing the AI Trade: Beanie Baby or Birkin bag?

Oct 23, 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....

Read more