In January 2020, we launched the Baskin Fixed Income Pool that has become the primary vehicle for the fixed income allocation in client accounts. As the Trustee and Manager of the Baskin Fixed Income Pool, we are required to deliver the Interim Financial Statements and Annual Financial Statements each year. Pursuant to the Master Declaration of Trust of Baskin Pooled Funds (Trust Agreement) dated January 6, 2020, units of the Fund (Units) will be offered to discretionary managed clients of Baskin Wealth Management. Units of the Fund are only available for sale to residents of Canada where Baskin Wealth Management is registered. The information made available is not intended to solicit sales to the Fund.
If you have any questions or concerns, please contact your Portfolio Manager or email us at firstname.lastname@example.org.
View the statement here: Baskin Fixed Income Pool Interim Financial Statement – June 30, 2020