Epok Advice Welcomes Wealth Management Executive Dilys D'Cruz as Strategic Partner

Epok Advice today announced that Dilys D'Cruz has joined the firm as a Strategic Partner, further expanding the firm's growing ecosystem of senior wealth management operators and industry leaders.

A recognized executive in Canadian wealth management, D'Cruz brings more than three decades of leadership experience spanning strategy, distribution, operations, client experience, and enterprise transformation. During her eight years leading Wealth Management at Meridian Credit Union, she helped grow the business from approximately $1 billion to more than $6 billion in assets under administration while positioning wealth management as a core driver of enterprise growth. Most recently, she led the integration of Retail Banking and Wealth while advancing Meridian's holistic financial advice strategy across digital, branch, and hybrid channels.

D'Cruz's appointment further expands Epok's ability to serve banks, credit unions, and regional financial institutions across North America. Her experience complements the firm's growing network of senior operators spanning independent wealth management, asset management, WealthTech, enterprise strategy, advisor enablement, and financial services transformation, creating new opportunities for collaboration across the industry.

Quotes

"One of the things we're intentionally building at Epok is breadth without bureaucracy. Every strategic partner expands the collective experience we bring to clients. Dilys adds exceptional depth of experience in the credit union and community financial institution sector and rounds out our leadership team with another operator who has successfully built, scaled, and transformed a major wealth business. She understands how to turn advice into a strategic growth engine for financial institutions while keeping clients at the centre of every decision. That perspective is increasingly valuable as firms rethink how advice is delivered, how expertise comes together, and how AI reshapes our industry."

"What drew me to Epok was the idea that I didn't have to choose between independence and community. I wanted the flexibility to continue working with great organizations while collaborating with experienced operators who share a passion for building the future of advice. Epok has created a model that makes that possible."

D'Cruz's appointment also reflects the continued evolution of the Epok ecosystem, a collaborative model designed for experienced executives who want to remain independent while working alongside other practitioners to help shape the future of advice.

Rather than a traditional consulting firm built around large teams and fixed hierarchies, Epok brings together accomplished operators with deep functional expertise who collaborate around client needs while maintaining the flexibility and independence that attracted them to the industry in the first place.

Recognized as one of Wealth Professional's 5-Star Leading Women in Wealth and a Female Trailblazer of the Year Excellence Awardee, D'Cruz is a former Chair of Aviso's National Wealth Advisory Committee, an Ontario Securities Commission Investor Advisory Panelist, and Board Director.

This announcement builds on Epok's continued expansion of its network of strategic partners across wealth management, asset management, WealthTech, and financial services. Together, the firm helps clients accelerate growth, modernize advice, navigate AI, strengthen advisor enablement, and execute enterprise transformation.

About Dilys D'Cruz

Dilys D'Cruz is a recognized wealth management growth and transformation executive with more than 30 years of experience helping financial institutions accelerate growth, modernize advice, and transform wealth management into a strategic growth engine. She previously served as Senior Vice President, Retail Banking and Wealth Management at Meridian Credit Union and has been recognized as one of Wealth Professional's 5-Star Leading Women in Wealth and a Female Trailblazer of the Year Excellence Awardee.

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.