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.
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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.
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In the News
Finding Quality in Canadian Banks
In this week's episode, Barry & Ernest discuss their outlook for dividend-paying stocks, differences in performance between Canadian banks, and Tourmaline Oil's acquisition of Crew Energy.
Barry Schwartz on BNN Bloomberg’s The Street: Couche-Tard pushes for Seven & I deal
Barry Schwartz joins BNN Bloomberg and talks about his thoughts on the Couche-Tard deal with Seven & I.
Barry Schwartz on BNN Bloomberg’s The Street: Assessing recent market volatility
Barry Schwartz joins BNN Bloomberg and talks about the assessing the recent market volatility.
Benjamin Klein on BNN Bloomberg’s The Close: Investing outlook for Couche-Tard amid deal talks
Benjamin Klein joins BNN Bloomberg to discuss Couche-Tard’s investment outlook.
Monthly Newsletter – August 2024
In this month’s newsletter, David addresses a question many of you have asked: How might the upcoming U.S. elections impact financial markets? While the election season stirs plenty of headlines, historical data shows the stock market tends to be more stable than we might expect, even in election years. Interestingly, if an incumbent party loses, the market sees a positive boost in the short term. As long-term investors, we focus on company performance and remain confident that quality companies will thrive, no matter the political outcome.
Frosters meet Slurpies: Breaking down Couche-Tard’s bid for 7-Eleven
In this week's episode, Barry and Ernest are back from vacation and discuss their preference for North American stocks before doing a deep dive on Alimentation Couche-Tard's proposal to acquire Japanese convenience store giant Seven & i Holdings.
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