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 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
Quality Investing for the Long Run
Join seasoned investors Barry Schwartz and Ernest Wong for an exclusive webinar, Quality Investing for the Long Run. Discover 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 – 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.
Riches in Niches: Diving deep into Garmin
This week, Barry & Ernest wonder whether there is a pattern to recent Department of Justice antitrust lawsuits before breaking down their recent purchase of Garmin.
Ernest Wong on BNN Bloomberg’s Trading Day: Hot Picks in recession proof stocks
Ernest Wong joins BNN Bloomberg and talks about recession proof stocks.
Barry Schwartz on BNN Bloomberg’s Trading Day: Visa to face U.S. justice department antitrust lawsuit
Barry Schwartz joins BNN Bloomberg and talks about Visa is about to face U.S. justice department antitrust lawsuit.
Ferrari’s Pole Position
This week, Barry and Ernest react to Adobe's earnings and future growth prospects, then discuss their investment thesis on Italian luxury good manufacturer Ferrari.
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