Our Team

Joe is a portfolio manager with over 30 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 BMO's 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. He has also been involved with numerous charities over the 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 has 20 years of industry experience, the past 18 of which have been at BMO. 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 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.

Aimee joined BMO Nesbitt Burns in November 2021. She graduated from Toronto Metropolitan University in 2021 with a Bachelor of Commerce degree, majoring in Marketing. As a member of the Quinn+Cardy Wealth Management Team, she approaches all aspects of the job with a positive and hard-working mindset. Aimee plays a key role in ensuring smooth day-to-day operations and providing clients with excellent client experiences. Her philosophy centers around what role she can play in helping others find solutions. 

In her spare time, Aimee enjoys spending time with her family and being a first-time aunt. She also enjoys baking, trying new foods, and traveling to new places.

Ethan joined BMO Nesbitt Burns in November of 2021. He graduated from the University of Toronto with an undergraduate degree from Rotman Commerce, specializing in Finance and Economics. Ethan has a genuine enthusiasm for building long-term relationships and providing exceptional client experiences, underpinned by a solid finance background.

Outside of the office, Ethan enjoys personal fitness, competitive swimming, and live music events.

Kirsten joined BMO Nesbitt Burns in July of 2024. She graduated from Mount Saint Vincent University in Halifax, Nova Scotia. With a degree in Business Administration, she majored in Marketing with a focus in Non-Profit Leadership and Management. As the newest member of the Quinn+Cardy Wealth Management Team, Kirsten is passionate about building new and meaningful relationships with clients. With her previous experience in banking, she is well equipped to aid in the day-to-day administrative process. 

Outside of work, Kirsten enjoys reading, going to pilates, and exploring new restaurants.