STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Stoker Ostler is a multi-family office embedded within BMO Financial Group, one of Canada's largest banks. The firm provides wealth management, estate planning, and investment advisory services to affluent families, drawing on BMO's North American banking and capital markets infrastructure. Its structure is uncommon—a dedicated family-office arm inside a major financial institution, bridging institutional resources with personalized family-office service. Strategy centers on customized portfolios spanning equities, fixed income, private equity, and alternative investments. Clients gain access to BMO's direct investment opportunities, including private placements and co-investments, alongside traditional fund-of-funds and separately managed accounts. The geographic focus is primarily Canada and the United States, with some cross-border capabilities for families with international holdings. Deal flow is sourced through BMO's corporate banking and M&A advisory networks, giving Stoker Ostler clients early visibility into transactions. The team includes wealth advisors, portfolio managers, and tax specialists, though exact headcount is not publicly disclosed. The firm maintains no separate philanthropic vehicles under the Stoker Ostler brand; clients may use BMO's charitable giving platforms. No recent operational events with public dating are available. Stoker Ostler's key structural differentiator is its position within a regulated bank, offering families direct access to BMO's lending, FX, and corporate advisory services. This hybrid model—bank-owned yet family-office-centric—is rare among Canadian multi-family offices and provides clients with both institutional-grade diligence and client-level relationship management.