At Gestion Phocus, we don’t just manage numbers — We build life plans, long-term visions, and trusted relationships.
The professionals at Gestion Phocus hold titles as financial security advisors and representatives in mutual funds, alternative investments, and the exempt market. They are licensed by the Autorité des Marchés Financiers (AMF). Their knowledge is continuously updated through ongoing education programs offered by the Chambre de la Sécurité Financière (CSF). The CSF ensures that each advisor follows industry best practices and adheres to the professional Code of ethics — a guarantee of protection for the public!
Because our firm is independent, our team has access to a wide range of products offered by major insurance companies, mutual fund companies, and various financial institutions. This allows us to offer you solutions that truly fit your situation, without bias or pressure.
To carry out our work, Gestion Phocus has joined the larger team at MICA Capital, a forward-thinking financial services firm that has topped Journal Finance et Investissement’s ranking of multidisciplinary firms for over 16 years.
- Financial Security Advisor and Group Insurance Advisor
- Mutual Fund Dealer Representative
Insurance Assistant
We’re ready to support you — Step by step.
