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.
Customized Wealth Management Solutions
The Wealth Management Experts
Founded over 25 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
Monthly Newsletter – November 2022
“Titan” by Ron Chernow is a titanic book about John D. Rockefeller, the richest man in the world 100 year ago. David recently waded through the 800 pages and found that it painted a terrific portrait of a very unusual man, and a very unusual period in American history. He found that there are lots of lessons to be learned from his life, and many of them seem particularly relevant right now.
Podcast – November 24, 2022
Canadian Real Estate Investment Trusts have had a tough year on the back of rising interest rates and worries about inflation and a possible recession. Ernest and I review the current landscape and discuss the opportunities and risks with Canadian REIT's.
Barry Schwartz on BNN Bloomberg’s The Street
Barry joins Paige to discuss overnight developments and breaking business news affecting today's financial markets.
Podcast – November 10, 2022
In this week’s Long Term Investing Podcast, Barry Schwartz and Ernest Wong discuss the record rally following the CPI numbers and Ernest’s recent blog about the current state of mega-cap technology stocks such as Google and Amazon. Other topics discussed include the ongoing resiliency of Apple’s shares, and why Warren Buffett is still the greatest investor at 92.