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: Regime Change Part II: The Evolution of Capital Markets

Jul 17, 2026 - BMO Private Wealth

This week, we delve into the many ways the stock and bond markets have evolved to provide enhanced breadth, depth and adaptability for an ever-widening circle of participants....

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Checklist of financial considerations when starting or growing your family

Jul 13, 2026 - BMO Private Wealth

Becoming a parent is one of life’s most exciting milestones....

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Weekly Strategy Perspectives: Economic Regime Change Part I: What’s Old is New Again

Jul 10, 2026 - BMO Private Wealth

In recent years, the global order has rearranged itself on a number of fronts. Some shifts have been subtle and cumulative....

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