Nick Bakish, CFA, CLU, TEP, Fin. Pl., FCSI, B.Comm. (Hons.)
Director, Wealth Management, Portfolio Manager
Tel. 514.981.5732 • Email: Nick.Bakish@RichardsonGMP.com
Nick Bakish is a multi-award-winning investment professional with a 13-year track record of providing attentive client service tailored to each client's unique financial needs.
After earning an Honours B.Comm in Economics and Finance from McGill University with first-class honours, Nick joined Investors Group in 2002, where he was consistently one of the firm’s top consultants and received numerous awards of distinction. Nick obtained experience in management as Division Director for four years, charged with recruiting and training new consultants; this helped him to see the role of an advisor from a broader perspective. Nick moved with his brother and partner, Joseph Bakish, to Richardson GMP in 2015 to provide Bakish Wealth Management clients with a wider universe of investment options, better technology and more transparency and clarity regarding cost and performance.
Nick has always set himself apart with a tireless devotion to continuing education. He earned the Chartered Financial Analyst (CFA) designation, recognized as the gold standard for the global investment industry, along with the Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU) and Financial Planner (Pl. Fin.) designations. Nick is also a Fellow of the Canadian Securities Institute (FCSI). With these qualifications, Nick delivers astute asset allocation, investment management, estate planning, insurance planning, and financial planning.
Nick is prominent in the business community as a member of the Board of Trade of Metropolitan Montréal, the Financial and Estate Planning Council of Montréal and the Society of Trust and Estate Practitioners. He is a Million Dollar Roundtable participant and has taken part in the prestigious Court of the Table and a proud member of TIGER 21.
During university, Nick competed in Varsity Swimming and was an Academic All-Canadian every year; he also enjoys playing tennis. He is Vice President of the Sierra Club Foundation, which works to build a healthy planet. In his personal time, Nick reads voraciously on the economy and stays at the forefront of commercial real estate private placements, which he is introducing as a whole new asset class for our clients.