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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.

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.

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.

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.

In the News

More on Tariffs, Google, Couche-Tard and Copart

By |Dec 3rd, 2024|Podcasts|

This week, Barry and Ernest talk tariffs - the risks to the Canadian and U.S. economies and the types of companies that could be hurt the most. Next, they discuss the proposed remedies by the DOJ in its anti-trust lawsuit against Google. Moving on, they provide an update on Couche-Tard’s bid for 7 Eleven and a review of its recent earnings release. The feature discussion is on the risks and opportunities for Copart.

Tracking Berkshire’s Portfolio + Your Questions!

By |Nov 27th, 2024|Podcasts|

A busy show this week. First, Barry and Ernest discuss the Mike Tyson/Jake Paul fight on Netflix and what it means for investors. Next, they talk more about Trump 2.0 and what moves you should or shouldn’t make for your portfolio. Then, they review Berkshire’s recent purchase of Domino’s Pizza and the motivations behind the investment. Moving on to Live Nation, Barry and Ernest discuss the strong results for the concert giant. And then the podcast is all about you! Barry and Ernest introduce a new mailbag feature and answer several viewer questions from X. Don’t miss this episode.

Taking a position in TransDigm

By |Nov 18th, 2024|Podcasts|

Barry and Ernest deliver a packed show this week. With Donald Trump winning the 2024 Presidential Election, Barry and Ernest provide their thoughts on what it might mean for your portfolio. They then give an overview of the current economic environment and the reasons why, they believe, stocks are hitting all time highs. Next, they discuss Constellation Software's earnings release which ties into the feature discussion - Baskin Wealth Management’s recent purchase of TransDigm for its clients. Here, they review the similarities between the two companies and lay out their investment thesis on TransDigm.

Catching up on Apple, Berkshire and Garmin

By |Nov 11th, 2024|Podcasts|

In this week's episode, Barry and Ernest cover Apple, Berkshire, Big Techs and Garmin’s recent results. Barry and Ernest, first discuss BCE’s recent acquisition foray into the U.S. and give their take on BCE’s capital allocation policy. Then they move on to review Apple’s and Berkshire’s latest results and discuss the impact of Big Tech spending on capital expenditures. The final discussion focuses on Garmin, whose stock surged over 20% following the release of its Q3 earnings. Barry and Ernest break down what you need to know about Garmin’s evolving business.

Webinar – Quality Investing for the Long Run

By |Nov 1st, 2024|Outlook|

On Tuesday October 29th, 2024 seasoned investors Barry Schwartz and Ernest Wong hosted an exclusive webinar, Quality Investing for the Long Run. Discussing 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.

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