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. Minimum family size 1M of investable assets with exception for certain professions.

 

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.

"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

 

"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

 

"With a view to our last few years of work and upcoming retirement, my wife and I were looking for a financial planner to assist and guide us. We followed up on our daughter’s suggestion that we consider Joe Bakish. We were impressed from the very first meeting: we found Joe not only a delight to work with but also someone who is rigorous and thorough and will follow-up immediately on any financial or tax-related issues arising. Now, through hard work on our part and careful guidance on the part of Joe and his excellent team at Richardson, we find ourselves in an amazingly solid financial position that was unimaginable even just a few years ago. Rather than fear financial burdens in retirement we now know that we are very well prepared not only for retirement but to enjoy to the years of work that still lie before us. We have no hesitation whatsoever to provide an enthusiastic endorsement of his work."

 

—  L. Gregory Bloomquist, Professor at Saint Paul University and University of Ottawa

& Rachel Bloomquist, St. Timothy’s Classical Academy, Ottawa

 

 

 

"Joseph Bakish does an admirable job of communicating complex material clearly, even to the uninitiated. As one for whom financial matters have never been a favorite subject, I find working with him a pleasure, thanks to his knowledge, availability, efficiency, good sense, and good cheer (regardless of the state of the markets!)"

 

— Stephanie Bolster, Concordia University, Professor,

Department of English

“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

 

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