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.