Epok Advice Welcomes Jonathan Georges as Strategic Partner, Expanding Asset Management, Distribution and Growth Capabilities

Jonathan brings more than 30 years of experience helping asset managers, wealth firms, and financial technology providers bring products, solutions, and growth strategies to market. Throughout his career, he has played a key role in launching investment products representing billions of dollars in assets under management and has supported more than 25 financial institutions in developing and executing growth strategies.

His experience spans investment product strategy, distribution, advisor engagement, marketing, and fintech solution design, giving him a unique perspective on the opportunities and challenges facing firms as they navigate growth, modernization, product innovation, and evolving client expectations.

Jonathan strengthens Epok's capabilities across asset management strategy, product development, distribution effectiveness, advisor engagement, marketing, and WealthTech partnerships. His addition complements the firm's existing expertise in strategy, transformation, organic growth, operating model design, and innovation.

Quotes

"One of the things we're building at Epok is a network of specialists who bring deep expertise in specific parts of the wealth and asset management ecosystem. Jonathan brings a rare combination of product, distribution, marketing, and technology experience. As our clients think about growth, advisor engagement, product strategy, and market positioning, his perspective adds another important dimension to the expertise available through the Epok ecosystem."

"The wealth and asset management industry is undergoing significant change, creating opportunities for firms to rethink how they engage advisors, clients, and distribution partners. I am excited to join Epok's growing network of industry specialists and look forward to helping clients accelerate growth, strengthen market positioning, and navigate an increasingly dynamic environment."

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

Jonathan joins a growing network of Epok strategic partners, including senior operators, consultants, industry specialists, founders, and former executives who collaborate with the firm through a range of flexible engagement models. The network allows clients to access specialized expertise when and where it is needed while providing experienced professionals with an alternative to traditional consulting and corporate career paths.

This announcement follows Epok's continued investment in building an ecosystem of experienced industry leaders who can help clients solve increasingly complex growth, transformation, advisor enablement, and innovation challenges.

About Epok Advice

Epok Advice is a boutique strategy and transformation advisory firm focused exclusively on wealth management, asset management, and WealthTech. The firm helps clients navigate growth, modernization, market entry, advisor enablement, operating model transformation, and strategic transactions across Canada and the United States.

For more information, visit EpokAdvice.com or learn more about joining the Epok ecosystem at EpokAdvice.com/join-us.