Nick Bakish Location
- Montreal, QC, CA
Nick Bakish Work
- 2021 -now Partner @
- 2020 -now Member @
- 2017 -now Member @
- 2020 -2020 Business Development Specialist @
- 2018 -2020 Portfolio Manager @
- 2015 -2020 Director, Wealth Management, Investment Advisor at Richardson GMP @
- 2015 -2019 Director, Portfolio Manager, Investment Advisor @
- 2015 -2015 Richardson GMP @
- 2002 -2015 Financial Planner, Financial Security Advisor, Advisor in Group-Insurance @
- 2002 -2002 Intern @
- 1998 -1999 Procurement Officer @ Kruger Inc. Montreal QC
Nick Bakish Education
- CFA Institute 2010
Chartered Financial Analyst®, Finance (Finance)
2008-2010 - Trust & Estate Practitioner designation 2008
TEP, Estate and Trust Planning (Estate and Trust Planning)
2008-2008 - Certified Financial Planner Designation 2007
Financial Planning Standards Council, Certified Finanical Planner F.Pl (Certified Finanical Planner F.Pl)
2003-2007 - Chartered Life Underwriter designation 2006
CLU, Estate and Insurance Planning (Estate and Insurance Planning)
2006-2006 - Financial Planner designation 2006
Financial Planner (F.Pl.), Financial Planning (Financial Planning)
2003-2006 - McGill University
B.Comm, Econ/Finance (Honors) (Econ/Finance (Honors))
1999-2002
Nick Bakish Skills
- Strategic Financial Planning
- Estate Planning
- Financial Planners
- Mutual Funds
- Retirement Planning
- Wealth
- Investments
- Financial Planning
- Asset Allocation
- Investment Strategies
- Finance
- Wealth Management
- Financial Advisory
- Savings
- High Net Worth Individuals
- Financial Services
- Fixed Annuities
- Investment Advisory
- Portfolio Management
- Insurance
- Pensions
- Financial Analysis
- Segregated Funds
- Retirement Savings
- Small Business
- Trusts
- Saving for Education
- Asset Management
- Inheritance Tax Planning
- Retirement
- Personal Finance
- Succession Planning
- Employee Benefits
- Wealth Accumulation
- Income Protection
- Wealth Management Services
- Securities
- Investment Management
- Insurance Planning
- Retirement Income Strategies
- Long Term Care
- Charitable Giving
- Annuities
- Disability Insurance
- Financial Advice
- Special Needs Planning
- Long-term Care
- Group Benefits
- Critical Illness
- Alternative Investments
- Production
- Leadership
- Sales
- Microsoft Office
- Security
- Project Management
- Procurement
Nick Bakish Summary
- Nick Bakish, based in Montreal, QC, CA, is currently a Partner at Group RMC. Nick Bakish brings experience from previous roles at YPO, TIGER 21 and Richardson GMP. Nick Bakish holds a 2008 - 2010 Chartered Financial Analyst®, Finance in Finance @ CFA Institute 2010. With a robust skill set that includes Strategic Financial Planning, Estate Planning, Financial Planners, Mutual Funds, Retirement Planning and more. Nick Bakish has 4 emails and 1 mobile phone numbers on RocketReach.
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Nick Bakish
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