Back to Our People
15 Jonathan png

Blockchain: A disruptive technology with the power to revolutionize financial services

Read more

CRM2 and its impact on the Canadian retail investment industry

Read more

Jonathan Georges

Vice-President, Wealth Management Solutions

Jonathan has over 25 years experience in the financial services and technology sectors. His background includes expertise in investment solution product development, product management, marketing and sales. Our customers lean on Jonathan’s expertise every day for his ability to understand their needs in order to craft digital business solutions that align to their goals and objectives.

  • 25+ years of financial services and technology experience
  • Launched mutual funds and wrap products totaling over $1 billion in AUMs
  • Helped over 25 financial institutions implement AUM growth strategies
  • Implemented wholesaler & financial tech solutions as employee at large Canadian bank

Jonathan leads our Asset Management and Wealth Management Solutions division and works closely with clients to implement innovative digital solutions designed to help financial professionals be more efficient while growing assets under management. He’s a Certified Investment Manager (CIM), fellow of the Canadian Securities Institute (FCSI), and was awarded a FinTech Premier Certificate from Harvard University.