The Asset Management Experts
Baskin Wealth Management provides bespoke wealth and asset management solutions to foundations and families with over $1 million to invest. Our team takes the time to understand your unique needs, goals, and attitudes toward risk. We also consider your legal, tax, and estate requirements to ensure your portfolio meets you and your family’s needs, now and in the future.
Our Asset Management Edge
Before adding any investment to your portfolio, the Baskin Wealth Management asset management team conducts exhaustive research to understand the business model, management track record, and competitive landscape in which it operates. Our dynamic research process means we are constantly working to better understand the investments in your portfolio.
Our patience is a key element of our success. We wait for opportunities that match your unique requirements and then leverage day-to-day volatility on your behalf.
Asset management is a long-term endeavour, and Baskin Wealth Management is committed to protecting your capital and building your wealth. Our investment committee’s approach relies on strict adherence to three timeless investment principles:
We build curated portfolios using a focused approach
We determine a company’s values using independent judgement and fundamental analysis
We focus on growing your capital over the long-term and are not distracted by day-to-day volatility
Fixed Income Strategy
Reduce volatility and protect your downside
Equity Investment Criteria
Long-term investment in the best businesses
Superior Client Experience
At Baskin we strive to be a leader among wealth management firms. Toronto is home to numerous wealth and asset management advisors, but we believe our dedication to client service sets us apart. Our clients have access to the top minds at our firm and a committed client services team. We also offer easy-to-read, always-accessible dashboard reporting for updates to keep you informed of how your investments are performing.
We believe in a unique, discretionary approach to asset management. Our aim is to provide exceptional client service alongside industry-leading results.
Investing with Baskin Wealth Management
Baskin Wealth Management offers asset management services with no hidden fees. We hear time and again about the confusing commissions and fees that are common in the financial sector. Our team is open and transparent about our compensation.
Contact us today to learn more about our asset management services. While we are an asset management firm based in Toronto, Baskin Wealth Management offers services to clients from across Canada. It has never been more important to protect your wealth. Asset management and our related wealth management services can help to ensure that you and your family are provided for well into the future.