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.
Our approach delivers made-to-measure wealth management strategies and superior client service to families and foundations with $1 million or more to invest.
Changes in lifestyle and demographics have affected us all. We have found that an integrated multi-generational approach to wealth management works very well.
Founded over 25 years ago, we remain independently owned, making our top people available to you.
Wealth management is more than advice relating to investment options. It is a holistic approach to managing your financial health.
In The News
Monthly Newsletter
In this month's update, Barry indicates that, while the economic headlines are troubling and may very well continue to be so for many months, the stock market is forward-looking and is focusing its attention on the improvements in economic conditions that have occurred since April. Whether you look at gasoline consumption, railcar loadings or even the numbers of air travelers, you will notice the North American economy beginning its slow recovery.
The 2021 Federal Budget Speech
LOUIS XIV’S finance minister, Jean-Baptiste Colbert, famously declared that “the art of taxation consists in so plucking the goose as to obtain the largest possible amount of feathers with the smallest possible amount of hissing.” While spending continues in response to the COVID pandemic, at some point the government will need to pluck some more feathers by finding ways to increase revenues to cover the debt. David drafts what the 2021 budget speech might possibly, but not hopefully, look like.
How valuable is the dividend tax credit really?
Tax minimization is one of the most important pillars of wealth management. The more you pay in taxes, the less money you have to spend and save. As a result much ink is spilled and many dollars spent in the effort to pay less tax. But when trying to optimize one part of the equation, it can be easy to miss the forest for the trees.