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.

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.

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.

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”.