Wealth Management2019-12-16T11:38:57-05:00

Planning For Your Future

Wealth management is more than advice relating to investment options.  It is a holistic approach to managing your financial health and starts by us taking the time to fully understand the goals you have for you and your family. Whether they are:

  • Retirement
  • Helping your family
  • Preserving your wealth or
  • Giving back

We will work with you to answer your questions and prepare a plan to help you achieve your goals.

Financial Planning Blogs

Charitable donations using securities

By |May 5th, 2021|

Making a contribution to a charity by way of gifting securities which have appreciated in value is a simple, easy and highly tax-efficient strategy. We recommend making use of this strategy to all our clients who have non-registered assets and who wish to make significant gifts to a registered charity.

The kids will be all right – How to save for your kids’ and grandkids’ futures

By |March 5th, 2021|

Generous parents and grandparents frequently look for the most beneficial ways to give their descendants a head start, often by putting funds aside in an investment for their benefit. This has perhaps become more common during the pandemic, as those who have been fortunate enough to have continued employment, and retirees, have seen their expenses decline with a corresponding rise in their savings. There are a number of different approaches available, each with its own pros and cons, and this article will expand on each.

OAS – To Delay or Not

By |March 2nd, 2021|

An important topic for our clients nearing the age of 65 is how to best structure potential income sources during the retirement years. Timing of Old Age Security (OAS) benefits will be considered in the context of such discussions.

Frequently Asked Questions

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.

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. 

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.

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 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.

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