# EPI Financial Group

EPI Financial Group is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://epifinancial.com
- **LinkedIn:** https://www.linkedin.com/company/epi-financial-group

## Regulatory record

- **CRD number:** 174160
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174160

## About

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.

## 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.

## Related profiles

- [Shannon Investment Management](https://altss.com/profile/shannon-investment-management)
- [Asset Architects](https://altss.com/profile/asset-architects-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/epi-financial-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology