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Joe Quinn
Geoffrey Cardy
Meredith Roberts
Leora Epelbaum
Jelena Milivojevic

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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A Multi-Generational Partnership

 
 

Joe Quinn
Vice President, Portfolio Manager

Tel: 416-359-5812
Fax: 416-359-5346
Email: Joe.Quinn@nbpcd.com

Joe has over 20 years of investment management experience. 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.

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Geoffrey Cardy MBA, CPA, CMA
Portfolio Manager

Tel: 416- 359-5599
Fax: 416-359-5346
Email: Geoffrey.Cardy@nbpcd.com 

Geoffrey has 12 years of industry experience, the past 10 of which have been at BMO Nesbitt Burns. Geoffrey received his undergraduate degree, with honors, from Western University, his MBA from Wilfrid Laurier University and is a Chartered Professional Accountant (CPA). 

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Meredith Roberts
Associate Investment Advisor

Tel: 416- 359-4797
Fax: 416-359-5346
Email: Meredith.Roberts@nbpcd.com 

Meredith has worked at BMO Nesbitt Burns for over 20 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.

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Leora Epelbaum
Registered Representative

Tel: 416-359-6195
Fax: 416-359-5346
Email: Leora.Epelbaum@nbpcd.com

Leora has worked within BMO Nesbitt Burns since 2011. She earned a Bachelor of Business Administration degree from the University of Toronto. Leora provides support in facilitating constant communication with clients and is fully qualified to trade in equities, bonds, and options. 

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Jelena Milivojevic
Administrative Assistant

Tel: 416-359-4456
Fax: 416-359-5346
Email: Jelena.Milivojevic@nbpcd.com

Jelena joined BMO Nesbitt Burns in January 2017. Jelena graduated from York University, with Honors. 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.

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Our BMO Partner

 
 

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.