We focus on clients first.
Following a client-centric philosophy, we provide specialized services to a broad range of professionals and families across Montreal, including doctors, lawyers, researchers, professors and small business owners. Bakish Wealth delivers disciplined and complete investment and financial plans, exclusive investment opportunities and concierge service to help our clients achieve financial peace of mind. We also serve investors in the Ottawa area.
Our passion is helping people to understand their wealth and the markets so they can make educated choices and accommodate many competing financial obligations. At Bakish Wealth, we have access to a wide range of investment options and are committed to offering objective advice tailored to your needs, without preference for any specific product or platform, a more competitive fee structure, and exclusive, unique commercial real estate and private placements that most investors cannot access, which diversifies portfolios beyond traditional equities and bonds. Minimum family size 1M of investable assets with exception of healthcare professionals.
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