Epok Advice Launches

Based in Toronto, Epok Advice is dedicated to providing wealth management, investment management, fintech, and private equity firms, especially those who have invested in fintech, with the strategic guidance and transformation support they need, delivered in a flexible and on-demand format.

With 25 years of experience working across the largest firms in the wealth management and management consulting sectors globally, building and advising on the future of investing, Kendra Thompson has recognized the growing need for agile, tailored consulting services. Many boards and teams are deep experts themselves and need more than generic expertise or packaged approaches.

Epok Advice is designed to meet this need, offering comprehensive advisory services to help clients navigate an increasingly dynamic and technology-driven market.

"We've observed a gap in the market for strategy and transformation support that is not only flexible but tailored to the specific needs of wealth management firms, wealthtech companies, and private equity firms that are investing heavily in fintech. Our goal is to deliver expert advice, fractional executive leadership and hands-on facilitation, enabling our clients to adapt quickly, seize opportunities, and optimize their investments."

Epok Advice offers a broad suite of consulting services, including:

• Strategic growth planning and execution
• Board and executive team facilitation
• Sounding board for leadership teams
• Strategy design and strategic advising
• Operational transformation and process improvement
• Client experience enhancement and digital solutions

With a focus on helping organizations align their strategy with market opportunities, Epok Advice provides expert facilitation for leadership teams, serving as a sounding board and strategic advisor to help them stay ahead of market trends and emerging technologies.

About Epok Advice

Epok Advice is a boutique consulting firm specializing in strategy and transformation for wealth management, tech, and private equity firms that have invested in fintech. Founded by Kendra Thompson, who brings over 25 years of industry experience, Epok Advice offers flexible, on-demand advisory services, including board and executive team facilitation, strategy design, and operational improvement to help clients unlock growth and innovation in an ever-changing marketplace.