Founded in 1997, Stoker Ostler specializes in managing investments and providing financial planning for affluent individuals and families, small-to-medium sized institutions and non-profit organizations.

In 2009, Stoker Ostler became part of BMO Financial Group, one of North America’s oldest and most diversified financial services providers.

Building on a shared “open architecture” philosophy, we are able to provide our clients with the personal attention, expertise and objectivity they have come to expect from a small advisory firm, while offering them access to the comprehensive financial resources and peace-of-mind stability that BMO provides.

BMO and BMO Financial Group are trade names used by Bank of Montreal.