WHAT YOU WANT IN A CERTIFIED FINANCIAL PLANNER

Nick Bakish, CFA, Fin. Pl., CLU, TEPJoseph Bakish, CFA, CLU, CHS

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.

Why is it necessary to work with a Certified Financial Planner?And it is necessary…

- Solve Problems- Children Independence- Parent’s Independence- Retirement Security- Debt Structure- Unexpected Life Changes- Protection, Risk, Losses- Specific Plans for Specific Professions

A reputable and trusted advisor will sit down and go over your specific needs and any questions you may have. In addition, he will go through your individual

situation and will place a strategy that suits your financial goals now and for the future.

What to Look for When choosing a Certified Financial Planner

Credentials: designations set individuals apart by providing a clear way of distinction

Experience: working with individuals similar to your situation

Proven Track Record: do research, find websites, read up on advisors

Recommendations: talk to family, friends and colleagues

All Encompassing Advisor: every aspect of your finances and understands your priorities

Different Life StagesAs your life grows your needs will change as well…

Early on: marriage, family, buying a home, savings

In Between: reducing debt, accelerating wealth, realizing future dreams, ensuring children’s future, ensuring parent’s security

Later on: securing retirement needs, preserving wealth, independence, security, comfortably enjoying retirement.

Family Security and PlanningThere are so many needs to meet and goals to fulfill, where

do you start?

- Maternity and Parental Leave- Child Care- Your Family Safety Net- Home Sweet Home- School Days- Higher Education- Registered Education Savings Plan- Investment Accounts- Trusts- Education Tax Credits- Wills and Estate Planning

Results when Working with a Planner

- Planning ahead yields results- Securing wealth and life-income without the worry of running out- Achieve lifestyle of your dreams- Sustain freedom and secured independence- Proven ways to reduce risk and hazards- Trust and friendship develops

Nick and Joseph Bakish and their team were recently ranked #6 for the Top 50 Consultants in Canada in

Wealth Professional Magazine.

The Bakish TeamAn Educated Approach, A Team Approach

Nick and Joseph Bakish along with their team have helped many people from different backgrounds understand financial issues and reach goals through

their thought out plans and prioritizing important issues.

Here are a few words from their clients:

“Nick Bakish engages all clients with attention to detail, with a flexible view to the long and the short term, and with a superior degree of professionalism. “Dr. Andreas Warburton McGill University Chair of the Department of Physics

“Since 2006, the Bakish team have served as our financial advisors, we have been consistently pleased with their competence, reliability and enthusiasm. They have done an excellent job.” Dr. David and Patricia Ragsdale Chair of Basis of Medicine, Unit 1, Associate Director of the McGill Integrated Program in Neuroscience, Montreal Neurological Institute

Visit Bakish.ca for all the detail and to set up your no obligation appointment or call 514-693-3379

See the power of working with a Certified Financial Planner and

begin realizing your dreams today.