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For advisors looking to beef up their social media presence, one expert suggests finding an approach that allows them to be themselves
Staff Joseph Bakish, director of wealth management, portfolio manager and investment advisor at Richardson Wealth in Montreal, has won the Investment Industry Association of Canada’s (IIAC) Top Under 40 Award for 2020. Bakish, who has been nominated for the Top Under 40 award every year since 2017, was this year selected from among 32 nominees. He specializes in working with physicians and holds the Chartered Financial Analyst, Chartered Life Underwriter, Certified Financial Planner and Certified Health Insurance Specialist designations. “The IIAC Top Under 40 Award is bestowed upon an in...