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
Barry Schwartz on BNN Bloomberg: If you are a long-term investor, use a recession to your advantage
Barry Schwartz joins BNN Bloomberg to talk about different recessions and markets. He says not all recessions are equal.
Barry Schwartz on BNN Bloomberg: Big tech names are important to our daily lives
Barry Schwartz joins BNN Bloomberg to talk about why he believes tech stocks are the new utilities.
Barry Schwartz on BNN Bloomberg: Visa is still probably growing double digits
Barry Schwartz joins BNN Bloomberg to talk about three stock picks for investors.
Barry Schwartz on BNN Bloomberg: I don’t think we’re going to have a recession in 2023
Barry Schwartz joins BNN Bloomberg to talk about his economic outlook. He doesn't see a possibility of a recession this year, and that if one does happen it will likely be a rolling recession in certain sectors.