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Baskin Wealth Management takes a disciplined team approach to managing your money and recognizes 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.

disciplined approach

Our approach delivers made-to-measure wealth management strategies and superior client service to families and foundations with $1 million or more to invest.

speak to a portfolio manager

Changes in lifestyle and demographics have affected us all. We have found that an integrated multi-generational approach to wealth management works very well.

speak to a portfolio manager

Founded over 25 years ago, we remain independently owned, making our top people available to you.

speak to a portfolio manager

Wealth management is more than advice relating to investment options.  It is a holistic approach to managing your financial health.

In The News

Monthly Newsletter – April 2021

By |May 6th, 2021|Outlook|

There has been a steady stream of news recently about the rising cost of goods sparking fears about inflation. In this month’s newsletter David looks at how the pandemic has contributed to this and explores whether labour costs, the more important factor for inducing inflation, will add to the increases in the coming year.

Charitable donations using securities

By |May 5th, 2021|Financial Planning|

Making a contribution to a charity by way of gifting securities which have appreciated in value is a simple, easy and highly tax-efficient strategy. We recommend making use of this strategy to all our clients who have non-registered assets and who wish to make significant gifts to a registered charity.

Breaking down CN and CP’s battle for Kansas City Southern

By |April 23rd, 2021|An Ernest Opinion|

Canadian railroads are terrific examples of the types of businesses we like to own. They own irreplaceable assets that provide essential services, have a significant cost advantage vs trucking, and have strong pricing power. Given the low population density and reliance of the Canadian economy on resources, CN Rail and CP Rail together move about 70% of inter-city surface freight in Canada and virtually all the lumber, grain, fertilizer, and coal production. Most Canadians simply do not realize the degree to which our lives and the economy rely on the two major railroads.  

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