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An independent alternative for doctors | Investment Executive


Melissa Shin
Joseph Bakish began his career as a financial advisor in 2005 as a fresh graduate of Montreal’s McGill University, sporting braces, a $200 suit and scuffed shoes.
“I still have the suit and shoes, but lost the braces,” joked Bakish, who is now portfolio manager and director of wealth management with Bakish Wealth (a unit of Richardson Wealth Ltd.) in Pointe-Claire, Que.
Bakish, 38, received the 2020 Top Under 40 Award from the Investment Industry Association of Canada in December after being nominated for the accolade in each of the three preceding years. (
Investment Executive sponsors the Top Under 40 award.)
Bakish’s first advisor job was at Investors Group Inc., where his older brother, Nick who was nominated for the Top Under 40 award in 2015 and 2016 was a branch manager. The brothers teamed up in 2010 and moved their practice to Richardson Wealth in 2015. Bakish acquired his elder brother’s book in 2020, and Nick became Bakish ....

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