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Jonathan Georges Email & Phone Number
Vice President, Wealth and Asset Management Solutions
at
Equisoft
1 work email found
@equisoft.com
1 phone found area 514
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Wealth and Asset Management Solutions
Location
Ottawa, Ontario, Canada
Company size
Who is Jonathan Georges? Overview
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Quick answer
Jonathan Georges is listed as Vice President, Wealth and Asset Management Solutions at Equisoft, a with 896 employees, based in Ottawa, Ontario, Canada. AeroLeads shows a work email signal at equisoft.com, phone signal with area code 514, and a matched LinkedIn profile for Jonathan Georges.
Jonathan Georges previously worked as Vice President, Wealth Management Industry Principal at Equisoft and Founder & Principal at Advisorcentric Marketing Inc.. Jonathan Georges holds Certificate, Fintech from Harvardx.
Company email context
Email format at Equisoft
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{first}.{last}@equisoft.com
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Profile bio
About Jonathan Georges
With over 25 years of experience at the intersection of financial services and technology, I have dedicated my career to guiding financial institutions in leveraging cutting-edge digital solutions to achieve their strategic objectives. As a FinTech enthusiast and seasoned executive, I am passionate about driving innovation and fostering collaboration between traditional wealth management and technology sectors.
Listed skills include Financial Services, Product Management, Mutual Funds, Investments, and 16 others.
Current workplace
Jonathan Georges's current company
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Equisoft
7 roles
Jonathan Georges work experience
A career timeline built from the work history available for this profile.
Vice President, Wealth Management Industry Principal
CurrentI have been providing Equisoft’s Wealth Management Solutions division with strategic leadership in the areas of product and business development since 2010. My experience with product development, product management, and the marketing and sales of investment products allows our team to better understand the needs of our clients and ultimately offer them the most appropriate digital business solutions.
Apr 2010 - Present
Founder & Principal
Advisorcentric Marketing Inc.
AdvisorCentric Marketing Inc. was a consulting firm dedicated to supporting investment product manufacturers and distributors in their goal to meet the ever-changing needs of financial advisors and their clients. AdvisorCentric was focused on complementing financial institution product development, product management and marketing resources by providing support in any or all stages of the product management continuum: market research, product design and product positioning. The company merged operations with Equisoft in 2010.
Jul 2006 - Apr 2010
Senior Product Manager
Responsible for leading the development and implementation of the strategic and tactical business plans for the managed solution product lines such as the Marquis Investment Program and Dynamic Strategic Portfolios.
Sep 2005 - Jul 2006
Senior Manager, Mutual Funds
Responsible for developing, reviewing, evaluating and adjusting the annual strategic and tactical business plan for the fund line-up and championing the line of business with all business partners. Responsibilities also included the selection and monitoring of portfolio managers/sub-advisors as a voting member of the Investment Committee.Recognized for outstanding performance through the CIBC Achievers Program.I started my tenure at CIBC in 1999 as a Client Service Representative with Talvest Fund Management (acquired by CIBC), progressed to a role in product development at Talvest by 2000 and assumed the role of Senior Manager, Mutual Funds once CIBC acquired Talvest in 2001.
Sep 1999 - Sep 2005
Client Service Representative
Receiving inbound calls (English & French) from investors and financial advisors across thecountry.Helping advisors manage their client's mutual fund accounts by completing on-lineaccount transactions.Educating callers on the company's products.Researching and resolving customer inquiries in a timely manner.
Sep 1997 - Sep 1998
Mutual Fund Analyst
Bock & Bock Investment Services
Supported the firm's financial advisor network through the design of model mutual fund portfolios and the creation of client financial plans.
Jun 1993 - Sep 1997
Team & coworkers
Colleagues at Equisoft
Other employees you can reach at equisoft.com. View company contacts for 896 employees →
MJ
Marc-Andre Jargstorff
Colleague at EquisoftDeux-Montagnes, Quebec, Canada
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MB
Mylee Batson
Colleague at EquisoftSydney, New South Wales, Australia
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PJ
Pamela J.
Colleague at EquisoftMontreal, Quebec, Canada
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JB
Johan Botha
Colleague at EquisoftCity Of Johannesburg, Gauteng, South Africa
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MT
Menaka Thangavelu
Colleague at EquisoftCoimbatore, Tamil Nadu, India
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TB
Tanya Buckton
Colleague at EquisoftCape Town, Western Cape, South Africa
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MS
Maheep S.
Colleague at EquisoftGreater Sydney Area, Australia
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SK
Sai Kiran
Colleague at EquisoftHyderabad, Telangana, India
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MC
Matthew Claude
Colleague at EquisoftCanada
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TL
Tara Lafontaine
Colleague at EquisoftTerrasse-Vaudreuil, Quebec, Canada
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Marc-Andre Jargstorff
Colleague at EquisoftDeux-Montagnes, Quebec, Canada
View →
MB
Mylee Batson
Colleague at EquisoftSydney, New South Wales, Australia
View →
PJ
Pamela J.
Colleague at EquisoftMontreal, Quebec, Canada
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JB
Johan Botha
Colleague at EquisoftCity Of Johannesburg, Gauteng, South Africa
View →
MT
Menaka Thangavelu
Colleague at EquisoftCoimbatore, Tamil Nadu, India
View →
TB
Tanya Buckton
Colleague at EquisoftCape Town, Western Cape, South Africa
View →
MS
Maheep S.
Colleague at EquisoftGreater Sydney Area, Australia
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SK
Sai Kiran
Colleague at EquisoftHyderabad, Telangana, India
View →
MC
Matthew Claude
Colleague at EquisoftCanada
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TL
Tara Lafontaine
Colleague at EquisoftTerrasse-Vaudreuil, Quebec, Canada
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4 education records
Jonathan Georges education
Certificate, Fintech
Fellow Of The Canadian Securities Institute (Fcsi)
Canadian Securities Institute
Chartered Investment Manager (Cim)
Canadian Securities Institute
Bachelor, Commerce
FAQ
Frequently asked questions about Jonathan Georges
Quick answers generated from the profile data available on this page.
What company does Jonathan Georges work for?
Jonathan Georges works for Equisoft.
What is Jonathan Georges's role at Equisoft?
Jonathan Georges is listed as Vice President, Wealth and Asset Management Solutions at Equisoft.
What is Jonathan Georges's email address?
AeroLeads has found 1 work email signal at @equisoft.com for Jonathan Georges at Equisoft.
What is Jonathan Georges's phone number?
AeroLeads has found 1 phone signal(s) with area code 514 for Jonathan Georges at Equisoft.
Where is Jonathan Georges based?
Jonathan Georges is based in Ottawa, Ontario, Canada while working with Equisoft.
What companies has Jonathan Georges worked for?
Jonathan Georges has worked for Equisoft, Advisorcentric Marketing Inc., Dynamic Funds, Cibc Asset Management, and Ci Investments Inc. – Canada’S Investment Company.
Who are Jonathan Georges's colleagues at Equisoft?
Jonathan Georges's colleagues at Equisoft include Marc-Andre Jargstorff, Mylee Batson, Pamela J., Johan Botha, and Menaka Thangavelu.
How can I contact Jonathan Georges?
You can use AeroLeads to view verified contact signals for Jonathan Georges at Equisoft, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Georges attend?
Jonathan Georges holds Certificate, Fintech from Harvardx.
What skills is Jonathan Georges known for?
Jonathan Georges is listed with skills including Financial Services, Product Management, Mutual Funds, Investments, Product Development, Market Research, Wealth Management, and Investment Strategies.
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