Governance

JONATHAN R. GEORGES, CIM, FCSI 

 
Mr. Georges has a Bachelor of Commerce, with a major in Finance and a minor in Marketing from Concordia University. He holds the designations of Fellow of CSI (FCSI) and Certified Investment Manager (CIM) of the Canadian Securities Institute. 

He began his career in 1993 as a mutual funds analyst. In 1998, he was recruited by CIBC Asset Management to become a Senior Manager of mutual funds and segregated funds products. During that mandate, he successfully developed a strategic plan to set up and optimize a range of funds, overseeing manager selection and serving as an active member of the investment committee. In 2005, he continued his career at Dynamic Funds as a Senior Product Manager, perfecting his expertise in the strategic development of managed solutions. 

Mr. Georges founded his own firm in 2006 to provide consulting services to brokerage firms and investment advisors. When the firm was merged with EquiSoft in 2017, he became its Vice President, Wealth Management Solutions.  

Mr. Georges joined the Investment Monitoring Committee of Gestion FÉRIQUE in 2017. He brings to the team his leadership skills and outstanding investment management knowledge.