Baskin Wealth Management takes a disciplined team approach to managing your money and recognizes 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.
Our approach delivers made-to-measure wealth management strategies and superior client service to families and foundations with $1 million or more to invest.
Changes in lifestyle and demographics have affected us all. We have found that an integrated multi-generational approach to wealth management works very well.
Founded over 25 years ago, we remain independently owned, making our top people available to you.
Wealth management is more than advice relating to investment options. It is a holistic approach to managing your financial health.
In The News
Barry’s Take on Onex CEO Gerald Schwartz’s Presentation at the CFA Annual Investment Dinner
Barry attended the CFA Society’s Annual Investment Dinner where Gerry Schwartz, CEO of Onex, was the keynote speaker. While the presentation didn’t initially meet his expectations, he realized afterward that it was one of the best he’d ever heard.
What I Learned About Investing From Halloween
Last Thursday was my 5-week-old son Asher’s first Halloween. My wife and I dressed him as a Korok from The Legend of Zelda: Breath of the Wild, one of our favourite games (don’t worry, there’s a picture at the bottom of the article).
Paying Attention to the Details Matter
Ernest makes the case for why the difference between a truly great business and a “pretty good” business usually lies in the details.