Epok Advice
HQ Address
Toronto, ON, Canada
Website Address
Relevant Regions
Business introduction
Senior-led strategy and advice — on your terms
Empowering financial services firms to anticipate tomorrow's investor needs and deliver profitable, meaningful advice
What’s in a name?
Epok
Inspired by the word epoch, it symbolizes a turning point, a new era on the horizon. We believe in shaping the future, starting today—helping our clients build towards the next defining period in financial services.
Advice
The most enduring and differentiated value in financial services. It’s not just about expertise; it’s about building trust and relationships that last.
Boutique
By design, we remain small, nimble, and fully dedicated to tailoring our services to meet your unique needs and preferences. High impact support without the overhead of traditional consulting firms.
Epok Insider: Ali Spinner
06/01/2026
Epok Insider: Martha Simmons
13/12/2025
Epok Insider: Kendrick Wakeman
16/11/2025
Epok Insider: Upkar Arora
26/10/2025
Epok Insider: Tommy Marshall
28/09/2025
Organic growth
09/09/2025
Epok Insider: Marla Sofer
06/09/2025
Epok Insider: April Rudin
17/08/2025
What led us to found Epok Advice?
13/08/2025
Wealth in Canada vs the US
13/08/2025
Key Data
Year founded
2024employees
2-10offices
1Type of Clients
- Asset Managers
- Digital Wealth Manager
- Financial Advisors
Epok Advice Solutions
Epok Core
We work flexibly across your priorities — whether that's refining your positioning, prepping for investor meetings, supporting a product road map, or sharpening your sales narrative. It’s partnership available when you need it - without the formality of a full project. Predictable rhythm, tailored support Strategic support on a recurring basis (typically......
business needs
view solutionEpok Embedded
We become an extension of your leadership bench—leading cross-functional efforts and supporting internal decision-making. Structured for agility—without the long lead time or overhead of full-time hires. Deeper, more immersive engagement Acts as a force multiplier for stretched leadership teams Best for: Scaling organizations, innovation mandates, post-M&A transitions ...
business needs
view solutionEpok Sprint
Whether you’re planning a product launch, pressure-testing a go-to-market, preparing for a board meeting or looking for support for an Advisor roadshow, we bring the same rigor and focus in a time-boxed format. We can bring a team or join yours. Ideal for tight timelines or fast-moving teams Flexible format, time-boxed engagements Senior......
