Meet Our Team

A Multi-Generational Partnership

Joe Quinn, CIM, FCSI

Senior Portfolio Manager, Senior Investment Advisor

Joe is a portfolio manager with over 20 years of investment management experience. Over his tenure at BMO, Joe has helped his client base build their wealth through investment growth and inter-generational planning. As a member of BMOs Corporate Finance Division's Entrepreneurial Strategy Group, Joe has assisted in successful business succession and sale transactions in excess of $1Billion. His skillsets are well-recognized as being among the top in our firm. 

Outside the office, Joe is an avid fisherman, which has taken him to waters all around the world. As well, he has been on the organizing committee of Pants Off for Prostate Cancer for the past 8 years. Joe’s wife, Joanna, is a professor at Western University where she serves as Director of The Centre for Transitional Justice and Post-Conflict Reconstruction.  Dr. Quinn’s field research is primarily based in Uganda, and this has allowed Joe and Joanna to travel throughout Africa and elsewhere.  

Geoffrey Cardy, CPA, MBA

Senior Portfolio Manager, Senior Investment Advisor

Geoffrey has 15 years of industry experience, the past 13 of which have been at BMO Nesbitt Burns. Portfolio management supported by insightful research have been the foundations underpinning Geoff’s recognized successes. Geoffrey received his undergraduate degree, with honors, from Western University, his MBA from Wilfrid Laurier University and is a Chartered Professional Accountant (CPA).

For the past 10 years, Geoffrey has been a supporter of The Princess Margaret Cancer Foundation; as an avid cyclist, he has helped raise over $1,000,000 in support of cancer research, and care facilities. Geoff has been a Board Member of The Princess Margaret Cancer Foundation’s Ride to Conquer Cancer Advisory Committee, and is the current Honorary Vice-Chair of the Hospital’s Northern Pass ride.

Geoffrey is active in other areas of his community. He was a Board Member of The Little Lake Joseph Association, has been a contributing member of the Granite Club’s Squash Committee, and was Chairperson for the 2015 season. Geoffrey currently sits on the Granite Club’s Audit, Risk & Insurance Committee, as a member advisor. 

Meredith Roberts

Senior Investment Associate

Meredith has worked at BMO Nesbitt Burns for over 30 years helping clients manage and grow their wealth. She holds a Bachelor of Science in Applied Mathematics from York University, has completed the Canadian Securities Course, the Professional Planning course, and holds the Certified Professional Consultant on Aging (CPCA) Designation.

Meredith is committed to building solid, lasting relationships by providing informed advice, building sound financial plans, and promptly assisting our clients with a myriad of administrative issues. This also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. As a Senior Investment Associate, in addition to a mother, a homeowner, and a fitness buff, Meredith has the skillset and knowledge to assist with our client’s wealth management needs and the experience and wisdom to help navigate through the opportunities and challenges life presents us all.

Headshot of Aimee Zheng

Aimee Zheng

Client Service Assistant

Aimee joined BMO Nesbitt Burns in November 2021. Aimee graduated from Toronto Metropolitan University in 2021 with a Bachelor of Commerce degree, majoring in Marketing. As a new member of the Quinn-Cardy Team, she approaches all aspects of the job with a positive, hard-working mindset. She is passionate about providing clients with excellent client experiences. Aimee’s philosophy centers around what role she can play to help others find solutions. 


In her spare time, she enjoys spending time with her family and being a first-time aunt. She also enjoys baking, trying new foods, and meeting dogs on walks. 

Headshot of Ethan Kuo-Lee

Ethan Kuo-Lee

Client Service Associate

Ethan joined BMO Nesbitt Burns in November of 2021. Ethan has completed a Rotman Commerce undergraduate degree at the University of Toronto, specializing in Finance and Economics. Having 3 years of experience in banking, along with working towards further certifications, Ethan is well equipped to aid in the administrative process. 

Ethan has interests in personal fitness, swimming, psychology, and live music.

Our BMO Partners

Gary Chung

Managing Director, BMO Mid-Market Mergers & Acquisitions Group

Gary is a Managing Director in the BMO Mid-Market Mergers & Acquisitions group, specializing in investment banking services for mid-market clients. He has been involved in numerous mergers & acquisitions and capital advisory transactions, including divestitures, acquisitions, private placements, and valuations. Gary has broad industry experience in financial services, food processing and business services. Prior to joining BMO's Corporate Finance Division, Gary spent five years working in BMO's Financial Strategy Group working on the Bank's strategic acquisitions and previously held positions as the primary M&A resource at both Aviva Canada and Maple Leaf Foods. In addition, Gary advised on various mid-market transactions while in the Corporate Finance / M&A practices at PwC and Deloitte. 

Gary is a CPA (Chartered Professional Accountant of Ontario), CFA charterholder (Chartered Financial Analyst) and CBV (Chartered Business Valuator) and has a Bachelor of Mathematics from the University of Waterloo.


James Kraft, CPA, CA, M.Tax

Estate and Insurance Advisor

James provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.

He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.