Joseph Bakish CFA, CLU, CHS, TEP, BSc
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 514.981.5733

Named one of Canada's top 40 under 40 Investment Advisors by Wealth Professional Magazine, Joseph Bakish has built his career by putting the best interests of his clients at the forefront of his objectives.  

Joseph Bakish has a long track record of high achievement. He graduated Academic All-Canadian in 2005 from McGill University with a B.Sc (Biochemistry major/ Management minor) where he won the Dimock-Meloche Award for excellence in academics, athletics and team building and was involved in Varsity Swimming. Committed to continuing his education, Joseph earned the Chartered Financial Analyst (CFA) designation in 2012, recognized as the gold standard for the global investment industry. In addition, he holds the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP, outside of Quebec) and Certified Health Insurance Specialist (CHS) designations.

In 2005, Joe joined Investors Group, where he twice received the Pillar award recognizing outstanding early career growth; he also teamed up with his brother, Nick Bakish. In 2015, the pair moved to Richardson GMP to provide Bakish Wealth clients with a wider universe of investment options, better technology and more transparency and clarity regarding cost and performance. Coming from a family of scientists & physicians, Joe specializes in dealing with the wealth complexities physicians face, & has successfully made the counsel of healthcare professionals a cornerstone of his practice.

Joe is actively involved in promoting educational seminars called 'From Resident to Retiree', in which he provides financial advice & literacy seminars to both the ARM (Association of McGill Residents) & the McGill faculty of Dentistry.

In addition, Bakish Wealth was selected to partner with CMEatSEA, Canada's largest cruise retailer based in Vancouver, British Columbia, a company that prides itself providing for-credit educational courses aboard spectacular cruise ships. Joseph is the official sponsor & has presented his seminars on Wealth Management & Preservation to over 400 medical residents & physicians in later stages of their careers. He has thus presented his financial literacy courses in over 15 countries (including Canada, the United States, Italy, Israel, Spain, Mexico, Panama, Bahamas, Columbia, Guatemala, Costa Rica) to the OMA (Ontario Medical Association), the CPA (Canadian Psychiatric Association), CADDRA (Canadian ADHD Resource Alliance), & the 2019 Chronic Disease Management Update.

In the past, Joe was very active in the financial community as a volunteer for the Financial Planning Standards Council to mark and design exam questions for the CFP examination and served on the board of the Financial and Estate Planning Council of Montréal, a pillar of advanced financial education in the community. He was also very involved in his local community as President of the Citizen’s Association of Sainte-Anne-des-Lacs Citizen’s Association and Treasurer of a prominent youth club to promote athletics and strong values. Currently, he has now given that all up to focus on the most important thing to him: raising his three children with his wife, which he considers a full time job on its own!

Max Nykanorov CLU, CIM
Portfolio Manager, Associate Investment Advisor
Tel: 514.981.5734

With his more than 15 years of experience in the investment and financial planning field, Max brings tremendous value to our team as a Portfolio Manager, Certified Financial Planner (outside of Quebec) and Chartered Life Underwriter (CLU). Max's firm grasp of planning software and his focus on tax planning and retirement analysis provides integrated and customized solutions to help us manage our clients’ overall financial pictures. In his free time, you can find Max reading, hanging out with his kids, and staying active doing cross-fit.

Gord Kennedy
Associate Investment Advisor
Tel: 416.969.4751

Gord Kennedy brings more than a decade of exceptional financial planning experience to the Bakish Wealth team. Over the course of his career, he developed a unique ability to understand the wants and needs of high net worth families, small business owners and medical professionals – and translated those goals into an adaptive plan.

After earning a B.Comm in Economics from Ryerson University, Gord entered the publishing industry including a stint at a manufacturing trade journal. It exposed him to the world of entrepreneurship and small businesses. In 2008, he joined a major Canadian financial firm where he established a reputation for thoughtful client service and comprehensive financial planning, receiving numerous awards of distinction and working with a select group of wealthy professionals and families.

As Joseph and Nick’s brother-in-law, Gord has known the Bakish family for 20 years and watched as they moved from their predecessor firm in 2015 in order to tap into the comprehensive suite of resources services offered by Richardson GMP. Drawn by Nick and Joseph’s experience, Gord joined Bakish Wealth in 2020 to provide clients with access to an expansive set of investment tools and expertise while leveraging the resources Canada’s leading independent wealth advisory firm.

Gord lives in Toronto’s community-focused Beaches neighbourhood where he loves spending time with his wife and their three kids. Gord stays active through sports, cycling and coaching several hockey teams. He also likes reading biographies and books on finances.

Nick Bakish CFA, CLU, TEP, FCSI, B.Comm. (Hons.)
Relationship Manager
Tel: 514.981.5732

Nick Bakish is a trusted and highly skilled multidisciplinary financial professional who is widely acknowledged as an award-winning industry leading expert for his contributions to the investment community over the past two decades.

After earning a B.Comm in Economics and Finance from McGill University with first class Honours, Nick joined Investor's Group, one of the country’s largest asset management firms, where he consistently ranked as a top professional and received numerous awards of distinction.

During his tenure at his predecessor firm, Nick also obtained significant management experience as a Division Director serving in that capacity for several years. In 2015, he joined Richardson GMP, a leading independent wealth advisory firm in Canada, in order to provide the discerning clients and families serviced by Bakish Wealth with a more comprehensive suite of alternative investment opportunities along with Family Office services.

Nick has always distinguished himself as someone who is tirelessly devoted to excellence in advanced financial proficiency. The pursuit of this passion led him to having 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 Fellow of the Canadian Securities Institute (FCSI) designations.

As a prominent member of Montreal’s business community and someone that believes firmly in the importance of making a positive social impact, he dedicates much of his time to several causes that are close to his heart. He is past President of the Sierra Club Foundation, a member of the Board of Trade of Metropolitan Montréal, the Society of Trust and Estate Practitioners, and Tiger21.

Connie Gallant
Business Development, Bakish Wealth
Tel: 514.981.5737

Connie Gallant has worked in multifaceted roles in the Communications field for over twelve years. Previously employed in the National Defense and Engineering sector, she decided to change lanes by joining the Bakish team doing their Business Development. She is committed to client excellence & coordinating dynamic client/marketing engagement opportunities for the team. She also happens to be Joe Bakish’s wife and mother to their three young children (including a set of twins) that keep her life very busy! In her (very limited!) free time, she can be found devouring architectural magazines, practicing her carpentry skills, and preventing her two-year old twin toddlers from drawing on the walls.