Baskin Wealth Management
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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.

> Learn more about Our Approach

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.

> Meet Our Team

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.

> Learn more about Wealth Management

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.

> Learn more about Our Approach

In the News

Talking Investment Strategy + Taking your Questions!

By |Jun 11th, 2025|Podcasts|

In this episode, Barry & Ernest dive into key lessons from the past five years of investing and share their latest thoughts on the market. They challenge the idea that complexity leads to better results, and explore why “buy and hold” is often harder than it sounds. They also discuss how strong management teams pivot effectively and what that means for long-term success. Plus, they open the mailbag to answer your questions!

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Not yielding for yield

By |May 27th, 2025|Podcasts|

This week, Barry and Ernest discuss their preference for compounders over dividend-paying stocks and then provide updates on Alimentation Couche-Tard, Canadian Natural Resources, and Tourmaline Oil.

Read More

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Copyright © 2025 Baskin Financial Services Inc.

Based in Toronto, Baskin Wealth Management has been providing investment
management and wealth planning services to Canadians for over 30 years.

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