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
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.
Planning for your future
Putting Family First
In the News
Webinar – Quality Investing for the Long Run
On Tuesday October 29th, 2024 seasoned investors Barry Schwartz and Ernest Wong hosted an exclusive webinar, Quality Investing for the Long Run. Discussing timeless strategies to build wealth and secure your financial future, even in a volatile market. Whether you're a beginner or an experienced investor, you'll gain actionable insights into long-term investment planning, portfolio management, and how to stay the course in an ever-changing financial landscape. Don’t miss out on this opportunity to learn from two experts who have navigated the ups and downs of the market for years.
Monthly Newsletter – October 2024
Mike Tyson, known for his ferocity in the ring, once famously said, “Everyone has a plan until they get punched in the mouth.” This truth resonates deeply in our personal and financial lives, where unexpected challenges can quickly derail our best-laid strategies. At Baskin Wealth Management, we understand that true financial stewardship goes beyond investment advice; it’s about being a steady support during life’s unpredictable moments.
Thinking about elections and earnings
In this week’s episode, Barry and Ernest discuss how Baskin Wealth Management’s investment team is reacting to the upcoming U.S. election. In the feature discussion, Barry and Ernest review earnings from CoStar, TFI International, Moody's, and Netflix. Using these four companies, they give examples of how the market reacts to good and bad earnings reports and what investors can learn from those reactions.
Stocks at all-time highs and thoughts on AI and Pizza
In this week's episode, Barry and Ernest cover several topics. With markets at all-time highs, Barry and Ernest provide their thoughts on what investors should consider going forward. Next, the guys review the Adobe Max presentation and provide their thesis on why Adobe could be the market leader in GenAI. Speaking of AI, Ernest talks about his experience using AI for investment research. The ongoing saga of Couche-Tard’s proposal to acquire 7-11 continues and Barry and Ernest breakdown all the drama. Finally, Domino’s Pizza reported a decent quarter and Barry and Ernest discuss why Domino’s continues to take market share from its competitors.
Canadian Natural Resources: A Wall of Free Cash Flow is on the way
In this week's episode, Barry and Ernest discuss multiple fascinating topics. The podcast starts with a conversation on the recent rally in Chinese stocks and why we generally avoid investing outside North America. Next, the conversation turns to weather and why bad weather played a part in Baskin Wealth’s sales of Vail Resorts and CN Rail. On the same topic, Barry and Ernest discuss two companies in the Baskin portfolio that benefit from bad weather events. The feature discussion is on Canadian Natural Resources acquisition from Chevron and why Barry and Ernest are positive on the deal.
Monthly Newsletter – September 2024
As we look back on a summer filled with its share of challenges, from rising costs to social unrest, it's easy to get swept up in a sense of discontent. But as Thanksgiving approaches, it’s important to pause and reflect on the many things we can still be grateful for as Canadians. Despite the obstacles we face, we continue to enjoy longer lives, greater wealth, and one of the safest, most educated societies in the world. So, while there's much work to be done, let's take a moment to appreciate all that is going right.
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