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At Baskin Wealth Management, we take a disciplined team approach to managing your money, recognizing that each client has unique goals and attitudes towards risk. Your portfolio manager will assess your unique needs and develop a tailored strategy, incorporating investment advice, tax services, retirement planning, estate planning and philanthropic goals.

We take pride in spending the time to ensure an in-depth understanding of your complete financial situation.

Wealth Management Solutions Firm

Changes in lifestyle and demographics have affected us all. We have found that an integrated multi-generational approach to wealth management works very well. Our approach delivers made-to-measure wealth management strategies and superior client service to families and foundations with $1 million or more to invest. We take into account your goals and attitudes towards risk as well as considering your tax, legal and estate requirements to ensure your portfolio continues to meet your needs.

The Wealth Management Experts

Founded over 30 years ago, we remain independently owned, making our top people available to you.

Our research process is dynamic, constantly seeking to understand your investments better. Most importantly, we have the patience to wait for the right opportunities and to use the day-to-day volatility to your advantage. We are committed to protecting your capital and building your wealth over the long-term.

disciplined approach
disciplined approach

Planning for your future

Wealth management is more than advice relating to investment options. It is a holistic approach to managing your financial health and starts by us taking the time to fully understand the goals you have for you and your family.

Putting Family First

Since its inception, Baskin Wealth Management has focused on families. We manage accounts for people of all ages, from newborn to old age. We recognize that optimal wealth management within families is a long-term process. We understand your complete financial situation. We account for your tax, legal and estate needs, consider your retirement needs, provide financial planning, and we work with your tax and legal advisors.

In the News

Monthly Newsletter – March 2025

By |Apr 4th, 2025|Outlook|

Someone (perhaps Mark Twain) once said that history doesn’t repeat itself, but it rhymes. Right now, the market seems to be composing a particularly unpleasant limerick. The sharp drop after President Trump’s Liberation Day speech was jarring, but if history is any guide, it will soon fade into the background noise of investing—much like every other “once-in-a-lifetime” market panic. As always, the best strategy is to take a deep breath, resist the urge to run for the exits, and remember that time in the market beats timing the market.

CNQ’s tar-rific 2024

By |Apr 1st, 2025|Podcasts|

This week, Barry and Ernest first discuss how Baskin Wealth is navigating the upcoming Canadian federal election before reviewing 2024 results of Canadian Natural Resources and Tourmaline Oil.

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