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This presentation gives you a brief overview of what The Bakish Team has built their practice on. Continuously striving to allow our clients the relief of knowing they have a realistic, successful, ...

This presentation gives you a brief overview of what The Bakish Team has built their practice on. Continuously striving to allow our clients the relief of knowing they have a realistic, successful, long term financial plan in action. Transparency and individual financial planning, tailored with near constant availability has established Nick and Joseph Bakish as some of the top advisors in Canada. Allow the Bakish Team and their specialists to go over your portfolio and find how where and how improvements can be made to reach your financial goals.

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Bakish team slideshare Bakish team slideshare Presentation Transcript

  • An Educated Approach – A Team Approach The Bakish team is dedicated to helping ensure you achieve your financial goals through an efficient and educated approach
  • Established Financial Advisors Drawing on more than 30 years of combined experience, our team stands head and shoulders above the competition through rigorous devotion to self-improvement and continuing education. Unwavering Commitment to Clients Nick and Joseph Bakish are among the most established financial advisors in the greater Montreal area and beyond. The two brothers have earned a reputation in the financial community for their wealth of financial knowledge and an unwavering commitment to each client. With regular financial updates and near-constant availability for each client, the Bakishs have quickly become two of the most experienced and well-respected financial professionals in the industry today.
  • Our Team Nick Bakish CFA, F.Pl, CLU, TEP Since 2002, Nick has consistently been one of Investors Group's top Consultants and has received numerous awards of distinction. In the best interests of each client, Nick has also set himself apart with a tireless devotion to continuing education, having obtained the coveted CFA designation, recognized as the gold standard for the global investment industry, along with the Trust and Estate Practitioner, Chartered Life Underwriter and Financial Planner designations. Nick is a member of the Financial and Estate Planning Council of Montreal and the Society of Trust and Estate Practioners, a Million Dollar Roundtable participant and was a part of the prestigious Court of the Table. He graduated first class, in the joint honours economics and finance program at McGill University. Joseph Bakish CFA, CLU, CHS In 2005, Joe began working with Investors Group and has twice received the Investors Group Pillar award which recognizes an advisor's outstanding efforts at the beginning of their career. In the best interests of each client, Joe aims to continually educate himself and has since earned the Certified Financial Planner (CFP) designation (outside of Quebec) which is recognized in over 15 countries, the Chartered Life Underwriter, the Certified Health Insurance Specialist and earned his Chartered Financial Analyst designation. Joe currently volunteers with the Financial Planning Standards Council in order to mark and design exam questions for the CFP examination. He also serves on the board of the Financial and Estate Planning Council of Montreal, a pillar of advanced financial education in the Montreal community.
  • Our Associates Who specialize in… Max Nykanorov - CLU Financial Security Advisor Mutual Funds Representative Max is a Financial Security Advisor and Mutual Funds Representative. He also holds the Certified Financial Planner designation (outside of Quebec) and the Chartered Life Underwriter designation (CLU). Max's deep understanding of planning software and his focus on tax planning and retirement analysis provides an integrated solution to managing overall finances. James Couture - Financial Security Advisor, Advisor in Group Insurance and Group-Annuity Plans, Mutual Funds Representative James puts his years of experience as a corporate controller to good use for corporate clients. An Honours Graduate from McGill University, James advocates a comprehensive approach to wealth management and preservation that focuses on insurance for both individual and corporate clients.
  • Our Associates Who Specialize in… Domenico Bianco Financial Security Advisor Mutual Funds Representative Domenic is a Financial Security Advisor and Mutual Funds Representative. Through his knowledge of the mortgage and banking industry, Domenic incorporates additional cash flow and debt management strategies to the overall financial plan. Kimberley Stone - MSc Executive Assistant to Bakish Team With Investors Group since 2004, Kim has a proven track record of efficiency and attention to detail only surpassed by her exceptional devotion to client care. Kim also co-ordinates and plans client appreciation events and seminars
  • Our Process In order for our incorporated clients, small families and individuals to be successful financially, a consistent and repeatable process is essential. Based on a clear bill of client rights, our time-tested process has allowed us to directly apply the multi-disciplinary and complex world of financial planning in as few steps as possible to address our clients' specific needs. Most importantly, we review this process with our clients on a regular and consistent basis. Introduction and Discover • An in depth discussion of your personal balance sheet and a review of your goals and concerns. Preliminary Analysis • Building on the data collected in your first meeting, we'll discuss the strengths and weakness, along with opportunities for improvement, for your current situation.
  • Ongoing Review: Your situation will change as you make progress towards your goals. We'll be there with the advice you need, when you need it Our Process • Symphony Strategic Investment Planning • Financial Security and Insurance • Debt Structure • Retirement Analysis • Estate Planning
  • Our Process Continued… Symphony Strategic Investment Planning Financial Security and Insurance Debt Structure Retirement Analysis Estate Analysis A structured, rational approach for managing your assets now and for every life stage. We’ll review your insurance coverage and give you the certainty that you and your loved ones will be fine, no matter what happens. Using debt to your advantage is critical to building your long term financial health. Taking a global perspective can help optimize your overall finances. Using state of the art software, you will know whether you are on track or falling behind. We’ll develop and implement an Estate Plan reviewing both legal and financial aspects to help minimize taxation ensuring your assets stay in the family.
  • Our Education Designations set individuals apart by providing a clear way of distinguishing one type of professional from another. Designation marks (the letters that professionals list after their name) help to clearly represent that a professional has successfully met an established standard for competent practice. Our team members hold a variety of the following designations. CFA Institute With a six-decade history of maintaining a rigorous focus on globally relevant investment knowledge, the CFA Program is the most widely known and respected investment credential in the world. The CFA charter provides the basis of the bill of rights for our clients. MDRT Founded in 1927, the Million Dollar Round Table (MDRT) , The Premier Association of Financial Professionals, is an international, independent association of nearly 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 79 countries. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business. IQPF The Institut Québécois de planification financière (IQPF) is the only organization in Quebec authorized to grant financial planning diplomas and to establish rules concerning the ongoing professional development of professional financial planners.
  • Our Education CLU Chartered Life Underwriter (CLU) is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence and is Canada's premier wealth transfer and estate planning designation. CHS The CHS is the only designation in Canada denoting specialized knowledge in all areas of living benefits and is the premier credential in the health insurance industry. STEP The Society of Trust and Estate Practitioners (STEP) is a multidisciplinary organization with the most experienced and senior practitioners in the field, including: lawyers, accountants, financial planners, insurance advisors and trust professionals. They provide domestic and international advice on trust and estates, including planning, administration and related taxes.
  • Our Clients Medical Professionals We have the privilege of counting many doctors and medical professionals among our clients, and we understand their particular professional and financial situations. Explore our financial services for medical professionals and read testimonials. Professors Working with professors from Montreal's great educational institutions is a privilege, and we enjoy a unique camaraderie together. Explore our financial services for professors and testimonials. Legal Professionals Those in the legal profession have their own unique circumstances and schedules, which can particularly benefit from our customized services. Explore our financial services for legal professionals and read testimonials. Small Business Owners The unique financial challenges facing small business owners require careful consideration and a planned approach. Explore our financial services for small business owners and read testimonials.
  • Contact Us Our Office Investors Group 6500 Trans-Canada Highway Suite 600 Pointe-Claire QC H9R 0A5
  • Contact Us Directly Nick Bakish (514) 693-5234 (office) (514) 501-3558 (mobile) nick.bakish@investorsgroup.com Joseph Bakish (514) 693-5213 (office) (514) 515-8808 (mobile) joseph.bakish@investorsgroup.com Max Nykanorov (514) 693-5236 ext. 4643 max.nykanorov@investorsgroup.com James Couture (514) 426-0886 ext. 4608 james.couture@investorsgroup.com Domenic Bianco (514) 426-0886 ext. 4349 domenico.bianco@investorsgroup.com Kimberley Stone (514) 693-3379 1 (888) 935-0886 ext. 3379 bakish.assistant@investorsgroup.com
  • The Bakish Team listens, develops and maintains realistic goals for now and the future. Ensure you surround yourself with the right information for your specific needs and financial inquiries. Our team will find the best tax reductions strategies, alongside advice on mortgages, insurance and retirement planning. Contact us to book an appointment today so see how your financial portfolio is performing and where we can help you improve, or visit bakish.ca for all the details.