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!
Since our advisors are independent, they have access to a wide range of products from major insurance companies, investment fund firms, and various financial institutions. This independence allows them to recommend the financial tools that best fit your situation.
To carry out its financial activities, Gestion Phocus has joined the broader Mica team. Mica Capital is a forward-thinking financial services firm that has ranked among the top multidisciplinary firms in the Journal Finance et Investissement’s rankings for over 15 years.
Administrative assistant – Insurance division
- Financial Security Advisor and Group Insurance Advisor
- Mutual Fund Dealer Representative
- Financial Security Advisor and Group Insurance Advisor
- Mutual Fund Dealer Representative
- Exempt Market Dealer Representative
Administrative assistant – Investments section
We’re ready to support you — Step by step.
