Joseph Bakish Email & Phone Number
Senior Wealth Advisor, Portfolio Manager, Bakish Wealth @ Manulife Wealth
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Joseph Bakish Location
- Canada
Joseph Bakish Work
- Senior Wealth Advisor, Portfolio Manager, Bakish Wealth @ (September 2025 - Present)
- Senior Wealth Advisor, Portfolio Manager at Bakish Wealth @ (January 2022 - September 2025)
- Director, Wealth Management, Portfolio Manager, Investment Advisor at Richardson Wealth @ (January 2020 - January 2022)
- Vice President, Portfolio Manager @ (September 2015 - January 2020)
- Associate Consultant, Financial Security Advisor @ (December 2005 - September 2015)
- Director @ LMCC (July 2002 - July 2005)
Joseph Bakish Education
- Chartered Financial Analyst 2012 2009-2012
- McGill University 2001-2005
- STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Trust and Estate Practitioner (Financial Planning and Services)
- Canadian Health Insurance Specialist 2010
- Chartered Life Underwriter Designation 2009
- Certified Financial Planner Designation, outside Quebec
- Pleasant Park Public School
Joseph Bakish Skills
- Strategic Financial Planning
- Mutual Funds
- Investments
- Estate Planning
- Retirement Planning
- Wealth
- Retirement
- Financial Planners
- Investment Strategies
- Insurance
- Wealth Management
- Tax
- Portfolio Management
- Risk Management
- Employee Benefits
- Investment Advisory
- Budgets
- New Business Development
- Securities
- Financial Analysis
- Financial Advisory
- Finance
- Personal Finance
- Asset Allocation
- Management
- Term Life Insurance
- Life Insurance
- Long-term Care
- Segregated Funds
- RRSP
- Wealth Accumulation
- Retirement Savings
- Savings
- Disability Insurance
- Small Business
- Asset Management
- Credit
- Banking
- Financial Risk
- Equities
- Financial Services
- Certified Financial Planner
- Fixed Annuities
- Pensions
- Health Insurance
- Investment Management
- Bonds
- Long Term Care
- Financial Planning
- Saving for Education
Joseph Bakish Summary
- Joseph Bakish, based in Canada, is currently a Senior Wealth Advisor, Portfolio Manager, Bakish Wealth at Manulife Wealth. Joseph Bakish brings experience from previous roles at Richardson Wealth and Investors Group. Joseph Bakish holds a 2009 - 2012 Chartered Financial Analyst 2012. With a robust skill set that includes Strategic Financial Planning, Mutual Funds, Investments, Estate Planning, Retirement Planning and more. Joseph Bakish has 1 emails and 1 mobile phone numbers on RocketReach.
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