At Epok Advice, one of our specialties is understanding the unique differences and similarities between Canadian and American investors. In this video, Kendra Thompson Founder of Epok Advice explains how we help clients navigate both markets with confidence. Whether you are:
- A founder with a Canadian wealth tech solution looking to expand to the US
- A distribution leader managing teams or products across both countries
- A private equity leader exploring opportunities in the US RA space
We provide insights and strategies to help you succeed. Our experience gives you a unique perspective on cross-border wealth management and investment growth.
