We build custom strategies that grow with you.
At Gestion Phocus, we support individuals and entrepreneurs in their insurance, savings, and investment decisions.
Our approach is simple: we take the time to understand your situation, then propose solutions that align with your goals.
Look out for your loved ones with personal insurance coverage adapted to your reality.
All the essential coverage for entrepreneurs and SMEs, including group insurance plans.
Life, disability, critical illness… A wide range of individual insurance products at your fingertips!
A variety of investment vehicles are available to help grow your assets — RRSPs, TFSAs, RESPs, Tax-Efficient Non-Registered accounts, and more.
We’re here to answer your questions and guide you.
Our expertise is demonstrated through measurable outcomes. Learn how we’ve supported our clients in reaching their financial objectives.
Discover the answers to the most frequently asked questions about our financial services.
A financial advisor helps you make informed decisions to manage and grow your wealth. Acting as a strategic guide, they analyze your financial situation, understand your goals, assess your risk tolerance, and recommend tailored solutions.
Personal insurance plays a crucial role in protecting your financial security and that of your loved ones. It helps you cope with unexpected events — illness, accidents, disability, or death — while maintaining your standard of living. Whether it’s to replace lost income, cover medical expenses, or ensure the continuity of your wealth, it is a fundamental pillar of responsible financial planning. At Gestion Phocus, we help you choose the coverage that truly meets your needs.
Financial wealth refers to all the assets and financial resources you own. This includes, among other things:
We help you structure, grow, and protect your financial wealth at every stage of life. Proper wealth management helps you achieve your goals — whether it's buying a property, planning for retirement, or passing wealth on to the next generation.
There’s no universal “right time” — every situation is unique. In reality, the sooner you consult a financial advisor, the more options you’ll have to grow and protect your wealth.
Here are some key moments when meeting with an advisor can make a real difference:
A good savings plan lets you take control of your finances, reach your goals, and manage unforeseen events with ease. It helps you save with structure, protect your loved ones, and optimize your investments.
At Gestion Phocus, we believe that a thoughtful strategy is essential for building a solid future. Our team guides you with a personalized approach, tailored to your reality.
The maximum amount you can contribute to your CELI each year is set by the Canada Revenue Agency (ARC). If you don’t contribute the full allowable amount for a given year, your unused contribution room will carry forward and can be used in future years.
To find out your exact contribution limit, including unused room from previous years, log in to your secure account on the ARC website.
