Joseph Bakish named the 2020 IIAC Top Under 40 Award Winner

Joe Bakish, who has been nominated for the Top Under 40 award every year since 2017, was this year selected from among 32 nominees. He specializes in working with physicians and holds the Chartered Financial Analyst, Chartered Life Underwriter, Certified Financial Planner and Certified Health Insurance Specialist designations. “The IIAC Top Under 40 Award is bestowed upon an individual who has shown tremendous achievement in their career, and who is a proven leader and a credit to the investment industry,” said Ian Russell, president and CEO of the IIAC, in a release.

 

Continue reading on the IIAC and Investment Executive's websites.

Supporting you remains Essential

Expect the same exceptional customized wealth management and advice as we work remotely

We want to assure you that Richardson Wealth is deemed to provide an essential service. Wealth planning, retirement planning and all other financial-planning and investment advice provided by our Advisors are recognized as an essential service and will continue without disruption.

Like many of you, our firm is following the same social isolation and distancing measures to help keep all of us safe and healthy. We are fully operational as a virtual office remaining in full work mode from our home spaces. That means your Advisory team has the same access to files, accounts and all the necessary information to answer your questions, service your requests and address any issues you may have.

As you deal with the daily challenges of looking after yourself and your family, we want you to know that your financial well-being remains in our capable, reliable and trustworthy hands.

We’re confident that, together, we can continue to navigate the path ahead as we help to build, solidify and protect your financial future.

We focus on clients first.

 
Following a client-centric philosophy, we provide specialized services to many of Montréal’s most affluent doctors, lawyers, researchers, professors, small business owners, and families. Bakish Wealth delivers disciplined and complete investment and financial plans, exclusive investment opportunities and concierge service to help our clients achieve financial peace of mind. We also serve investors in the Ottawa area.

Our passion is helping people to understand their wealth and the markets so they can make educated choices and accommodate many competing financial obligations. At Richardson Wealth, we are free to offer a virtually unlimited universe of investment options without bias to any product or platform, a more competitive fee structure, and exclusive, unique commercial real estate and private placements that most investors cannot access, which diversifies portfolios beyond traditional equities and bonds.

 

"Joe is an amazing financial adviser. He has all the qualities: friendly, very knowledgeable and knows how to adapt and take the time to explain to his clients. I'm very happy to do business with Joe."

 

— Julien Cohen-Adad, PhD

Associate Professor, Polytechnique Montreal

Associate Director, Functional Neuroimaging Unit, University of Montreal

Canada Research Chair in Quantitative Magnetic Resonance Imaging

 

 

“Sitting down with Nick I was quickly able to see how his expertise and understanding of my profession could be of benefit to my finances. I did not want to incorporate as I heard it was a tedious process and did not have the time. Nick not only understood my concerns but developed an effective and easy plan to move forward with incorporation. Nick and his team have allowed me to use my limited free time to focus on things I enjoy instead of spending time trying to figure out best practices for incorporation etc. Nick, Joe and the entire Bakish Team consistently go above and beyond for my requests.”  

— Dr. Huy Le, Radiologist,
Jewish General Hospital,
Assistant Professor, Department of Medicine, McGill University

 

"I have worked with Joe since 2015, and have been nothing but fully satisfied with his service. He is dedicated, knowledgeable and trustworthy. He explains things very well and is on top of his game. He helped me develop not just an investment plan but a comprehensive financial strategy tailored to my goals. He and his team are always available and fast to respond (usually within hours to a day). Joe keeps it both professional and easy going, and is an absolute pleasure to work with."

                     — Dr. Wenyin Huang, Internal Medicine,

Queensway Carleton Hospital, Ottawa

 

“We have trusted Nick and his team with our financial planning since 2009. We chose Nick initially because of his expertise working with medical professionals. Over the years we have come to appreciate that he brings a lot more than a few specialized skills to the table. Nick understands us, and he works hard for our best interests. He has respected our concerns, goals and priorities while being honest, direct and perseverant in his communication and guidance. Put more simply, he’s saved us from making some bad calls, he’s provided the right investment tools for us, and he’s never tried to tell us what to do.”  

 Dr. Dao Nguyen and Luc de Montigny,
Assistant Professor, Department of Medicine, McGill University

 

Read all testimonials

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Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Conversations on wealth: Podcast

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Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Listen to the lastest episodes here.

 

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