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


“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


“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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