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 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
Podcast – May 26, 2023
Barry Schwartz and Ernest Wong kick off this episode with a discussion about AI and Nvidia as well as stock price volatility, then move on to talk about the opportunity in Brookfield Corporation. Next, the lacklustre results of the Canadian Banks and then it is the feature discussion...CCL Industries. CCL is the largest label maker in the world and is one of the greatest capital allocators in North America (that you may never have heard of).
A compounder thesis for Brookfield Corporation
Last December, Brookfield Corporation (BN) listed its asset management business into an independent company called Brookfield Asset Management (BAM), in essence separating Brookfield’s capital (Brookfield Corporation) from the third-party capital managed by Brookfield. The naming can be confusing, so in this blog, BN will refer to Brookfield Corporation, while BAM refers to Brookfield Asset Management.
Podcast – May 12, 2023
This podcast delivers in just over 30 minutes a hot, tasty and fresh take on Domino's Pizza. Domino's stock soared during 2020/2021 but has pulled back significantly on pizza fatigue. We think the long-term growth thesis is unchanged and we look for brighter days ahead as shareholders. Check it out!
The other side of risk
There may be no word discussed more in the world of investing than “risk”. Risk means many different things to different people. To some, it represents how much a given investment might fluctuate in a given day, month, or year. To others, it represents the chance an investment might lose its value entirely. A third option is that risk represents the chance an investment or portfolio will suffer a permanent loss of capital that will never be recouped. At Baskin Wealth Management we typically discuss risk as the latter; and we believe it possible to significantly reduce the risk of permanently eroding one’s capital through diversification, wise asset allocation, and owning high quality investments.