Our Team

As a member of the Wealth Management Consulting team, Jason brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and income planning, tax planning, cash management, business succession, transition planning, estate and gift planning, and charitable giving.

Jason has over 7 years of experience in the financial services industry. Prior to joining BMO, he worked as a Financial Consultant creating comprehensive financial plans for his client base. Jason received the Certified Financial Planner designation in 2014 and the Chartered Life Underwriter designation in 2018.

Lisa Granatier brings more than 20 years of experience in estate planning, trust services, and estate administration across both the legal and wealth management industries to her role as Trust and Estate Advisor. Drawing on her legal expertise and wealth management background, she works closely with clients, families, and their advisors to plan for and navigate the challenges and complexities associated with aging, incapacity and legacy planning. Lisa provides thoughtful guidance on professional fiduciary solutions in managing, protecting, and transferring wealth and how BMO Trust’s service offering can support each client's unique circumstances, long-term financial goals, and legacy intentions.

In her spare time, Lisa enjoys spending time at the family cottage with her spouse, Kelly, adult children, Dylan and Jessica, and extended family. A self-described fair-weather golfer, you may also find her on the course when the weather cooperates.

As an Estate and Insurance Advisor with BMO Estate Insurance Advisory Services, Tyler Lindgren collaborates with Advisors to provide high level knowledge and expertise centered on insurance-based tax, estate and retirement planning solutions for business owners, professionals, executives and retirees. This collective approach enables Tyler to prepare customized strategies to enhance the client's financial position.

Tyler entered the financial services industry in 2007 after graduating from the University of Saskatchewan, College of Commerce and is currently working on his Certified Financial Planner Designation. Along with Mark Moulson, Estate & Insurance Advisor, Tyler serves Saskatchewan, Manitoba and Northern Ontario.

Karen joined BMO Private Wealth in 2011 as a High Net Worth Planner, following progressively senior roles in the financial services industry that specialized in wealth planning, marketing and communications, and business development. In these roles, Karen engaged clients in meaningful conversations about their family’s needs and desires, providing strategies to meet their goals in the most tax-efficient manner possible, all within the framework of a comprehensive and holistic approach to wealth planning.

As part of BMO Philanthropic Advisory Services, Karen is a specialist in philanthropic planning and execution, helping families develop and execute strategic plans aligned to their charitable giving priorities.

The demand for strategic advice on philanthropy is growing. Increasingly, Canadians are looking for guidance on how to make a meaningful and tax-efficient impact with their donations to causes that are important to them. When done strategically, this can have an immense impact on one’s financial well-being and, perhaps more importantly, the legacy left behind.

BMO Private Wealth is here to help Canadians “Boldly Grow the Good.”

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals and business owners in the areas of business succession, transition, sale, mergers & acquisitions, and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management.

Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.

Jennifer works as part of a collaborative team of wealth planning professionals to assist individuals and business owners with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their specific tax and estate planning needs.

Jennifer is a CPA, CA with over 16 years of experience. Prior to joining BMO, Jennifer was a Senior Tax Manager at one of the largest international accounting firms in Edmonton where she advised a variety of clients in the areas of tax, estate, retirement and financial planning. Jennifer is a member of the Society of Trust and Estate Practitioners (STEP) Edmonton Branch and is a member of the Edmonton Estate Planning Council.

Marisa specializes in providing comprehensive day-to-day banking and specialized borrowing solutions to high net worth individuals. Marisa has a strong commitment to client experience and recognizes that every client situation is unique. Using a holistic approach, Marisa works closely with a team of professionals with expertise in Investment Management, Trust & Estate Planning  and various other financial planning specialties to provide a customized financial solution for her clients.

When not busy helping her clients meet their personal wealth goals, Marisa spends her time with her husband, Don, and their two children, Ryleigh and Theo. Marisa was born and raised in Southern Saskatchewan and proudly calls Regina “home”.

As a Senior Private Banker with BMO Private Wealth, Mike enjoys helping clients find financial solutions that fit both their personal and business goals as they grow and change. He takes a OneBank approach, working across teams to make sure every client gets a well-rounded strategy that truly supports their needs. Known as a trusted advisor and go-to partner, Mike brings value across all areas of the business. Before joining BMO Private Wealth, Mike serves as both Vice President Commercial Banking and Vice President Business Banking which was been a rewarding experience and toke him to all corners of the province.

Mike’s passion for sports and community involvement shines through in his family life. He’s passed that love on to his two kids, Abby and Andrew, and you’ll often find him and his wife, Claire, cheering them on from the sidelines—whether it’s at the soccer field or the cheer gym. When winter rolls around, the whole family looks forward to their annual ski and snowboard getaway, heading back to the mountains where Mike grew up and making new memories together.