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Articles & Media
Joe discusses the importance of NOT micro-managing with
The Globe & Mail
: how "having teammates take ownership of responsibility really is the key for long-term relationship-building."
shares his secrets to success
with BMO Global Asset Management, including uniquely targeted educational programs, which create an ever-growing pipeline of prospects.
Joe's podcast with Alignvest Student Housing where he delves into the
surprisingly resilient world of student housing during the Covid-19 crisis
"Positioning Alternatives: communicating with clients"
at the CAASA - Canadian Association of Alternative Strategies & Assets Wealth Managers' Forum
Joe Bakish was featured in an exclusive interview in Investment Executive Magazine:
Winner of Top Under 40 guided physicians’ portfolios safely through the pandemic
Joseph Bakish was selected as the 2020 Winner
of the IIAC Top Under 40 Award!
Joe & Nick Bakish featured in The Montrealer:
Bakish Wealth – brothers Nick and Joe Bakish successfully mix investment and a social conscience
Joseph Bakish was selected as a nominee for the 2019 IIAC Top Under 40 Award
- The Future of Canada's Investment Industry.
Joseph Bakish was recently interviewed by Advisor.ca on what are the biggest misconceptions clients have about his job
check out his response.
Bakish Wealth Management's interview on the recent move, client loyalty and a few other things
, check out the full interview.
Nick Bakish was interviewed by Advisor.ca on if his practice can compete with automated advice
check out his response and thoughts on the topic.
Nick Bakish was recently interviewed by Catherine Cullen of CBC News and The National
to see how the new tax changes will affect Canadians.
The Bakish Brothers outline some of the challenges young advisors face
in their article in Wealth Professional Magazine's latest issue.
Nick Bakish was recently interviewed
by Gestionnaire de Fortune about the French and English language and working in Montréal.
Wealth Professional’s article by Nick and Joe
entitled: CRM2: The Sheriff or just another suited-up outlaw?