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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

“Spread”-ing risk in bonds

By |Feb 18th, 2025|Podcasts|

In this week's Long-Term Investing Podcast, Barry and Ernest discuss their fixed income strategy with spreads at multi-decade highs, then discuss Q4 earnings for Amazon, TransDigm, and Restaurant Brands.

Why we are not “tariff-ied”

By |Feb 11th, 2025|Podcasts|

With Trump pulling back on his tariff threats against Canada, Barry and Ernest discuss why owning quality stocks is the best defense against geopolitical threats. They then talk about TMX Group’s evolution.

Monthly Newsletter – January 2025

By |Feb 4th, 2025|Outlook|

The stock market is looking more like Vegas these days—minus the free drinks. With Trump’s second term kicking off a frenzy in meme stocks, crypto gambles, and sky-high speculation, it’s easy to feel like you’re missing out. But as Morgan Housel wisely reminds us, the key to successful investing is knowing your game—and not accidentally wandering into someone else’s. In this month’s blog, we break down the latest market madness and why sticking to fundamentals is still the best bet (no dice required).

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