Isaac Klein, MBA, CIM
Isaac joined Baskin Wealth Management in 2023. He has over 10 years of wealth management experience including the last several years working as a Senior Associate Advisor at RBC Dominion Securities. Working directly with his client, he gains a deep understanding of their financial objectives, building strategies that fit their unique goals & financial situation. He currently holds his MBA and Certified Investment Manager (CIM) designation, and is pursuing his Certified Financial Planner (CFP) designation. Isaac is an active member of his community, assisting in fundraising initiatives for his kids’ school and synagogue, as well other foundations focusing on cancer and kids with special needs. Outside of work Isaac and his wife run a busy household with three kids, and he enjoys playing golf and hockey.