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 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.
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In the News
Registered Plans and Tax Reporting Dates for 2024
Following are the contribution limits and dates for the various registered plans as well as the planned mailing dates for the 2024 income tax slips.
Monthly Newsletter – December 2024
As 2025 dawns, Canada faces unprecedented challenges: a turbulent U.S.-Canada relationship under a Trump presidency marked by annexation threats and trade tensions, paired with domestic political instability and a weakening economy. Investors must stay ahead, leveraging opportunities in robust U.S. markets, a depreciating Canadian dollar, and transformative technologies like AI and sustainable energy. Amid uncertainty, vigilance and adaptability are key to thriving in this new global reality.
Year-End Wrap
Barry and Ernest are back with their final podcast of 2024. Not to worry, they will be back weekly in 2025! In this year-end wrap, Barry and Ernest review the highlights and lowlights of the Baskin Wealth Management portfolio. They discuss the names that surprised the most as well as sharing their thoughts on what might happen in 2025. Thank you very much for watching and listening and we wish you and your family a happy and healthy 2025.
Getting Back into Meta + Your Questions
This week, Barry and Ernest review Baskin Wealth Management’s decision to buy back shares of Meta. They discuss the risks and opportunities for the company with a thoughtful conversation about Meta’s business pivots over the years, its AI goals and what is going on with Reality Labs. Then the show is all about you as they answer several questions from the mailbag including a discussion on stocks they regret not buying and how we manage currency fluctuations.
Monthly Newsletter – November 2024
As we close out a remarkable November, with many portfolios reaching record highs, we turn our focus to the road ahead. 2025 presents new questions and opportunities for investors, from anticipated interest rate cuts in Canada to shifts in energy markets and the enduring strength of the "Magnificent Seven" tech giants. This month, David explores the key factors shaping the investment landscape for the coming year and reaffirms our long-term commitment to building wealth through disciplined strategies.
More on Tariffs, Google, Couche-Tard and Copart
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.
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