Jonathan Georges Email & Phone Number

Strategic Partner @ Epok Advice

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Jonathan Georges Location

Ottawa, ON, CA

Jonathan Georges Work

2026 - now Strategic Partner @ Epok Advice
2010 - 2026 Vice President, Wealth and Asset Management Solutions @ Equisoft
2006 - 2010 Founder and Principal @ AdvisorCentric Marketing Inc.

2005 - 2006 Senior Product Manager @ Dynamic Funds
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1999 - 2005 Senior Manager, Mutual Funds @ CIBC
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1997 - 1998 Client Service Representative @ CI Global Asset Management
1993 - 1997 Mutual Fund Analyst @ Bock & Bock Investment Services

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Jonathan Georges Education

HarvardX
Certificate (FinTech)
2020 - 2020
Canadian Securities Institute
Fellow of the Canadian Securities Institute (FCSI)
2004 - 2004
Canadian Securities Institute
Chartered Investment Manager (CIM)
2002 - 2002

Concordia University
Bachelor (Commerce)
1993 - 1996

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Jonathan Georges Summary

Jonathan Georges, based in Ottawa, ON, CA, is currently a Strategic Partner at Epok Advice. Jonathan Georges brings experience from previous roles at Equisoft, AdvisorCentric Marketing Inc., Dynamic Funds and CIBC Asset Management. Jonathan Georges holds a 2020 - 2020 Certificate in FinTech @ HarvardX. Jonathan Georges has 1 mobile phone numbers on RocketReach.

Jonathan Georges Phone Numbers

Found 2 phone numbers

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Jonathan Georges

Strategic Partner at Epok Advice

Ottawa, ON, CA
2
- +1 514-467-XXXX
- +1 514-989-XXXX

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