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EPI Financial Group
EPI FINANCIAL GROUP is a state-registered investment adviser in TROY, MI. The firm manages approximately $9 million in regulatory assets. It has 6 employees...
EPI Financial Group
EPI FINANCIAL GROUP is a state-registered investment adviser in TROY, MI. The firm manages approximately $9 million in regulatory assets. It has 6 employees and 5 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
What does EPI Financial Group actually manufacture?
EPI manufactures proprietary mutual funds, segregated funds, and life insurance products for distribution through independent financial advisors. The firm acts as both product sponsor and wholesale distributor, maintaining relationships with Managing General Agencies (MGAs) and independent dealer networks across Canada. Its product shelf is designed to provide third-party advisors with exclusive investment and protection solutions they cannot access through competing manufacturers.
How does EPI source distribution for its products?
EPI relies on an independent advisor distribution model, working through Managing General Agencies and directly contracted financial advisors. This wholesaling approach avoids the overhead of a captive salesforce while leveraging the existing client relationships of hundreds of independent planners, investment advisors, and insurance brokers. The firm competes for shelf space on advisor product platforms against much larger bank-owned manufacturers like RBC Global Asset Management and Canada Life.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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