Supporting you remains Essential

Expect the same exceptional customized wealth management and advice as we work remotely

We want to assure you that Richardson GMP is deemed to provide an essential service. Wealth planning, retirement planning and all other financial-planning and investment advice provided by our Advisors are recognized as an essential service and will continue without disruption.

Like many of you, our firm is following the same social isolation and distancing measures to help keep all of us safe and healthy. We are fully operational as a virtual office remaining in full work mode from our home spaces. That means your Advisory team has the same access to files, accounts and all the necessary information to answer your questions, service your requests and address any issues you may have.

As you deal with the daily challenges of looking after yourself and your family, we want you to know that your financial well-being remains in our capable, reliable and trustworthy hands.

We’re confident that, together, we can continue to navigate the path ahead as we help to build, solidify and protect your financial future.

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 Management 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 GMP, 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.

As brothers, we collaborate seamlessly. Nick generates big ideas and Joe turns them into reality. This synergy brings great value to our clients, who benefit from the best of both our diverse skill sets.

 

“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

 

“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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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


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Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Listen to the lastest episodes here.

 

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