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.

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

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

Wealth Management

In The News

Monthly Newsletter – June 2022

By |July 4th, 2022|Outlook|

From June 8th to June 16th, the S&P 500, the index of the most valuable traded companies in the United States, dropped 520 points, or 12.5%. About $4 trillion of market capitalization was vapourized in just over a week. That is, by any measure, a staggering amount of money. It is equal to about $12,000 for every person in the United States, or about $560 for every human on earth. The proximate cause was the increase in interest rates in all the developed countries. Central bankers around the world acted in concert to combat inflation by quickly raising rates. In the last six months, the yield on 2 year US government bonds has risen almost exactly 2.5%, from 0.65% to 3.13%. Rates to borrow money have risen equally quickly. The interest rate for a standard mortgage in the US has risen from 3.1% to 5.3% in the same period.

Don’t Hesitate; Just Designate

By |June 14th, 2022|Financial Planning|

Designating a beneficiary on your registered accounts is one of the most important decisions in estate planning. By designating a beneficiary, you inform the financial institution of your plans for your estate after your death. While it is a simple act requiring little in the way of paperwork, it can do a great deal of heavy lifting in establishing your wishes for your estate and ensuring your assets are distributed according to your wishes when you die.

Barry Schwartz on BNN Bloomberg: Buy shares of big tech companies at a very reasonable valuation now

By |June 6th, 2022|Media Appearances|

Barry joins BNN Bloomberg to comment on the Rogers-Shaw deal and talk about opportunities tech companies may offer in the future. He is certain that we will be using more of the products and services in future from all these companies.

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