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 @
- 2010 -2026 Vice President, Wealth and Asset Management Solutions @
- 2006 -2010 Founder and Principal @ AdvisorCentric Marketing Inc.
- 2005 -2006 Senior Product Manager @
- 1999 -2005 Senior Manager, Mutual Funds @
- 1997 -1998 Client Service Representative @
- 1993 -1997 Mutual Fund Analyst @ Bock & Bock Investment Services
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
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 emails and 2 mobile phone numbers on RocketReach.
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Jonathan Georges
Strategic Partner
Ottawa, ON, CA
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