A repeat honouree on the Top 50 Advisors list, Joseph Bakish has spent the past 16 years working with a client base that includes many doctors, scientists and professors – which was only natural, as he comes from a family of doctors and scientists. Bakish has devoted his career to helping ensure his clients’ financial futures are aligned with their interests and that their wealth is protected and growing.
“The ongoing uncertainty and strain of the COVID-19 pandemic could have shaken our team and weakened our focus, but instead we pulled together and thrived,” he says, noting the challenges that come with many members of the team raising young children. “Webex has become deeply integrated in our daily lives, and we have routine virtual team meetings to brainstorm solutions and maintain our strong team connections.”
The recipient of the coveted IIAC Top Under 40 Award in 2020, Bakish has been a strong promoter of financial literacy, speaking to large audiences of senior physicians at the apex of their careers, as well as to groups of young doctors and professionals.