Benjamin Klein, CFA, CFP
Portfolio Manager & Director, Financial Planning
Benjamin, who joined Baskin Wealth Management in 2013, is a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner (CFP) professional. Benjamin works directly with clients by first gaining a complete understanding of their financial situation, including tax, legal and estate requirements. He then constructs detailed financial plans to help clients establish, and achieve, their financial goals. He is also involved in investment research, portfolio analysis and compliance. Outside the office, Benjamin fundraises for several charitable organizations, including the Heart and Stroke Foundation through the Ride for Heart, and the Terry Fox Foundation through the Terry Fox Run. Benjamin and his wife live in Toronto and he enjoys basketball, baseball, board games and video games.