Nick Bakish

WORK HISTORY

EDUCATION

SKILLS

ABOUT NICK BAKISH

Nick Bakish is a trusted and highly skilled multidisciplinary financial professional who is widelyacknowledged as an award-winning industry leading expert for his contributions to the investmentcommunity over the past two decades.After earning a Bachelor of Commerce in Economics and Finance from McGill University with first classHonors, Nick joined one of the country’s largest asset management firms, where he consistently ranked as a top professional and received numerous awards of distinction.During his tenure Nick also obtained significant management experienceas a Division Director serving in that capacity for several years. In 2015, he joined Richardson Wealth, a leading independent wealth advisory firm in Canada, to provide the discerning clients and families serviced by Bakish Wealth with a comprehensivesuite of alternative investment opportunities along with Family Office services.Nick has always distinguished himself as someone who is tirelessly devoted to excellence inadvanced financial proficiency. The pursuit of this passion led him to having earned the CharteredFinancial Analyst (CFA) designation, recognized as the gold standard for the global investmentindustry, along with the Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU),Financial Planner (Pl. Fin.), and Fellow of the Canadian Securities Institute (FCSI) designations.As a prominent member of Montreal’s business community and someone that believes firmly inthe importance of making a positive social impact, he dedicates much of his time to several causesthat are close to his heart. He served as past President of the Sierra Club Foundation, and as amember of the Board of Trade of Metropolitan Montréal, the Society of Trust and EstatePractitioners, YPO and Tiger21.In 2020 Nick sold his financial services business to join Group RMC as a partner