Investment Experts

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, our 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:

Focus

We build curated portfolios using a focused approach

Analysis

We determine a company’s values using independent judgement and fundamental analysis

Patience

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

Quality

High quality investment grade bonds

Diversification

Investments across numerous sectors and industries

Downside Protection

Reduced interest rate risk through investments with shorter maturity.

Liquidity

Investments in marketable bonds; optimal pricing through access to multiple dealers

Equity Investment Criteria

Long-term investment in the best businesses

Moats

Durable and widening competitive advantage

Tailwinds

Significant opportunities for growth and reinvestment granted by a long, wide runway

Culture

Companies with leading corporate governance and management with ‘skin in the game’

Capital Allocation

An intelligent approach to growth projects, share buybacks and dividends

Valuation

Pay a fair price for a great business

Superior Client Experience

Superior Client Experience

At Baskin Wealth Management, we pride ourselves on our dedication to client service. 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 on the go. 

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

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 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 ensure that you and your family are provided for well into the future.

Investing with Baskin