Practice: Bakish Wealth
Firm: Richardson Wealth
Location: Pointe Claire, QC
After a one-year hiatus, Joseph Bakish returns to WP’s Top 50 Advisors list in 2021 after growing his AUM by $25 million and adding 20 new clients. Bakish says his goals for the coming year are all about providing more options for his clients, including alternatives and responsible investing.
“My goal is to continue to work towards our clients’ best interests by delivering diversified, unique opportunities to invest in high-quality, potentially lucrative investment opportunities that are non-correlated to stock and bond markets,” he says. “I will also be focusing strongly on impact investing.”
For Bakish, the pandemic has strengthened his commitment to working toward some of those goals. “Oddly, COVID has been an opportunity to challenge us to think outside the box,” he says, “and our team is grateful for the lessons we will continue to apply once the pandemic has subsided.”
Joseph Bakish was awarded as one of the Best Financial Advisors in Quebec. Learn more about the winners in 5-Star Advisors 2023 special report.
