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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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
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.
Barry Schwartz on BNN Bloomberg’s The Open – November 29, 2024
Barry Schwartz talks about the threat of tariffs from Trump and Canadian investors.
Tracking Berkshire’s Portfolio + Your Questions!
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
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
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.
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