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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 – December 2024

By |Jan 2nd, 2025|Outlook|

As 2025 dawns, Canada faces unprecedented challenges: a turbulent U.S.-Canada relationship under a Trump presidency marked by annexation threats and trade tensions, paired with domestic political instability and a weakening economy. Investors must stay ahead, leveraging opportunities in robust U.S. markets, a depreciating Canadian dollar, and transformative technologies like AI and sustainable energy. Amid uncertainty, vigilance and adaptability are key to thriving in this new global reality.

Year-End Wrap

By |Dec 17th, 2024|Podcasts|

Barry and Ernest are back with their final podcast of 2024. Not to worry, they will be back weekly in 2025! In this year-end wrap, Barry and Ernest review the highlights and lowlights of the Baskin Wealth Management portfolio. They discuss the names that surprised the most as well as sharing their thoughts on what might happen in 2025. Thank you very much for watching and listening and we wish you and your family a happy and healthy 2025.

Getting Back into Meta + Your Questions

By |Dec 10th, 2024|Podcasts|

This week, Barry and Ernest review Baskin Wealth Management’s decision to buy back shares of Meta. They discuss the risks and opportunities for the company with a thoughtful conversation about Meta’s business pivots over the years, its AI goals and what is going on with Reality Labs. Then the show is all about you as they answer several questions from the mailbag including a discussion on stocks they regret not buying and how we manage currency fluctuations.

Monthly Newsletter – November 2024

By |Dec 4th, 2024|Outlook|

As we close out a remarkable November, with many portfolios reaching record highs, we turn our focus to the road ahead. 2025 presents new questions and opportunities for investors, from anticipated interest rate cuts in Canada to shifts in energy markets and the enduring strength of the "Magnificent Seven" tech giants. This month, David explores the key factors shaping the investment landscape for the coming year and reaffirms our long-term commitment to building wealth through disciplined strategies.

More on Tariffs, Google, Couche-Tard and Copart

By |Dec 3rd, 2024|Podcasts|

This week, Barry and Ernest talk tariffs - the risks to the Canadian and U.S. economies and the types of companies that could be hurt the most. Next, they discuss the proposed remedies by the DOJ in its anti-trust lawsuit against Google. Moving on, they provide an update on Couche-Tard’s bid for 7 Eleven and a review of its recent earnings release. The feature discussion is on the risks and opportunities for Copart.

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