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    Nick Bakish

    Partner at Group RMC, CFA, Wealth Management

    Nick Bakish is a highly accomplished financial professional and partner at Group RMC, a real estate investment firm.1 He joined Group RMC as a partner in February 2021 after selling his financial services business in 2020.1

    Professional Background

    Nick Bakish has an extensive career in wealth management and financial services:

    • He holds a Bachelor of Commerce in Economics and Finance from McGill University, graduating with first-class honors.1
    • Bakish earned several prestigious designations, including Chartered Financial Analyst (CFA), Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU), Financial Planner (Pl. Fin.), and Fellow of the Canadian Securities Institute (FCSI).1
    • Prior to joining Group RMC, he worked at Richardson Wealth, a leading independent wealth advisory firm in Canada, where he held positions such as Portfolio Manager and Director of Wealth Management.1
    • Earlier in his career, Bakish spent 13 years at Investors Group as a Financial Planner and Financial Security Advisor.1

    Achievements and Recognition

    Nick Bakish is recognized as an award-winning industry expert:

    • He received the 2015 Top Under 40 Award from the Investment Industry Association of Canada.1
    • Throughout his career, he has consistently ranked as a top professional and received numerous awards of distinction.1

    Community Involvement

    Bakish is actively involved in the business community and various organizations:

    • He is a member of YPO (Young Presidents' Organization) and TIGER 21.1
    • Bakish served as past President of the Sierra Club Foundation.1
    • He has been a member of the Board of Trade of Metropolitan Montréal and the Society of Trust and Estate Practitioners.1

    In his current role as Partner at Group RMC, Nick Bakish continues to apply his extensive financial expertise and leadership skills in the real estate investment sector.

    Related Questions

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    Nick Bakish
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    Experience

    Partner at Group RMC (February 2021 - Present)
    Director, Portfolio Manager, Investment Advisor at Richardson GMP (September 2015 - January 2020); Financial Planner, Financial Security Advisor, Advisor in Group-Insurance at Investors Group (September 2002 - 2015)

    Education

    B.Comm in Economics and Finance from McGill University (1999 - 2002); CFA from CFA Institute (2008 - 2010)

    Location

    Montreal, Quebec, Canada