| || |
Nick Bakish, CFA, CLU, TEP, Fin. Pl., FCSI, B.Comm. (Hons.)
Director, Wealth Management, Investment Advisor
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.
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.
| || |
Joseph Bakish, CFA, CLU, CHS, TEP, BSc
Vice President, 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.
Joe currently volunteers with the Financial Planning Standards Council to mark and design exam questions for the CFP examination and serves on the board of the Financial and Estate Planning Council of Montréal, a pillar of advanced financial education in the community. Outside of work, Joe enjoys spending time with his wife and daughter, plays tennis, and is involved in competitive Masters Swimming. He is 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.
Max Nykanorov, CLU
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.