Jonathan R. Georges

Jonathan is a senior leader in wealth and asset management with over 30 years of experience across investment product strategy, distribution, and fintech solution design.

He has played a key role in launching investment products totaling billions in assets under management and has supported more than 25 financial institutions in successfully executing growth strategies.

Jonathan offers a practical, client-focused perspective shaped by experience across both financial institutions and technology providers.

He holds the Certified Investment Manager (CIM®) designation, is a Fellow of the Canadian Securities Institute (FCSI®), and has earned a FinTech Certificate from HarvardX.