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

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.

Monthly Newsletter – May 2022

By |June 6th, 2022|Outlook|

During May, the outlook for interest rates and inflation continued to rise, consumer demand weakened, supply chain constraints appeared to be getting worse, and the Ukraine/Russia conflict showed no sign of ending. Despite headlines that are certainly not improving, the S&P 500 ended the month exactly flat, and the technology-heavy NASDAQ was down just 3%. This result was encouraging because it suggests that investors are no longer reacting as harshly to bad news. As Barry noted during our Shaken but not Stirred presentation in April (which can be viewed here), stocks start going up far in advance of any actual improvements in the situation.

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What fees do Baskin Wealth Management clients pay?2022-06-01T11:01:21-04:00

Fees payable are based on the value of assets in a given account. Each client is provided an individualized Fee Schedule. Fees are never increased without 60 days prior notice.

What are the different types of risk?2022-06-01T11:01:04-04:00

Risk is inherent to wealth management – indeed, it’s an unavoidable part of life. When we talk about risk from a financial perspective, we may be talking about one of several classes of risk or about risk more generally. These classes of risk include exogenous risk, which relates to the news cycle; systemic risk, which relates to broad, system-wide failures; economic risk, which relates to the impact of macroeconomic factors on companies or investments; and industry-specific and company-specific risk, which are fairly self-explanatory. Visit our expanded FAQs section for more.

What products does Baskin Wealth Management invest in?2022-06-01T11:00:50-04:00

Baskin Wealth Management invests in a wide range of financial products divided into two proprietary ‘pools’: the Baskin Fixed Income Pool and the Baskin Growth Equity Pool. These products include common shares, preferred shares, bonds, real estate investment trusts (REITs), exchange traded funds (ETFs), limited partnerships (LTs), and cash and equivalents. Learn more on our extended FAQs page.

How and why do we customize portfolio management?2022-06-01T11:00:36-04:00

At Baskin Wealth Management, we tailor each separately managed portfolio according to each client’s specific needs relating to capital preservation, liquidity, income, growth, and their tax situation. Portfolios are monitored and adjusted as necessary, with clients receiving notification of key developments and regular quarterly or monthly reports. Learn more on our Our Approach page. 

How does Baskin Wealth Management put family first?2022-06-01T11:00:04-04:00

Baskin Wealth Management has always been focused on families. We manage accounts for clients of all ages – from infants to the elderly, from TFSAs to RIFs – because we understand that optimal wealth management is a long-term process. In recognition of this approach, we view families as single entities, combining the assets of all members to meet our $1-million minimum account size. This practice helps reduce fees and slow the depletion of funds used for living expenses. Visit our About Us page or reach out today to learn more.

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