Portfolio Manager & 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, MBA, CPA, CMA
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.
Associate Investment Advisor
Meredith has worked with Gordon Young at BMO Nesbitt Burns for over 25 years. She holds a Bachelor of Science in Applied Mathematics from York University. Meredith has completed the Canadian Securities Course, the Professional Financial Planning course, and holds the Certified Professional Consultant on Aging (CPCA)® Designation.
Meredith is responsible for overseeing all aspects of administration, and is the primary client liaison with respect to trading, account and performance reviews, tax matters, money-market investments, and estate matters. Meredith is also involved in the modeling and presentation of financial plans for clients and prospects. Meredith has two school-aged daughters who keep her busy and involved in the community, and enjoys skiing, golf, pilates, running, and traveling in her spare time.
Jelena joined BMO Nesbitt Burns in January 2017. While only a member of the QC team for a year, her input, energy and work ethic have made a strong impact. Jelena graduated from York University, with Honors. Her degree in Law and Society (major) and Sociology (minor), brings diversity to the YQC team. With more than 5 years of experience in financial, education and real estate industries, Jelena has a strong ability to streamline the administrative process, ensuring excellent client experience.
In her spare time, Jelena is an avid reader. She also enjoys basketball, running, poetry readings, traveling, and live music.
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.