"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