Nick Bakish CFA, CLU, TEP, Fin. Pl., FCSI, B.Comm. (Hons.)

Director, Wealth Management, Portfolio Manager, Investment Advisor

Tel. 514.981.5732  •  Email: Nick.Bakish@RichardsonGMP.com

 

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 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), Financial Planner (Pl. Fin.), 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 currently serves as President of the Sierra Club Foundation, and as a member of the Board of Trade of Metropolitan Montréal, the Society of Trust and Estate Practitioners, and Tiger21.


 

Joseph Bakish CFA, CLU, CHS, TEP, BSc

Vice President, Portfolio Manager, Associate Investment Advisor

Tel. 514.981.5733  •  Email: Joseph.Bakish@RichardsonGMP.com

Like his brother Nick, 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. The CHS is granted to advisors specializing in living benefits, including income replacement and risk management for individuals, business owners and professionals. It is the only designation in Canada denoting specialized knowledge in all areas of living benefits and is the premier credential in the health insurance industry.

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 Management 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.

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  •  Email: Max.Nykanorov@RichardsonGMP.com

Max brings tremendous value to our team as an Associate Investment Advisor, 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.