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 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.
Services
Founded over 25 years ago, Baskin Wealth Management is an independently owned investment management firm providing customized wealth management solutions and services to families and foundations with $1 million or more to invest. We pride ourselves on our focus on families, making our top people available, and structuring our fees around the entire family.
At Baskin Wealth Management, we provide customized wealth management solutions and services to families and foundations with $1 million or more to invest. We take the time, not only when you first become a client, but throughout the relationship to ensure we have an in-depth understanding of your complete financial situation.
People in their 50's and 60's have been called the sandwich generation. With couples having children later in life, and with many of their parents living well into their 80's and 90's, it is not unusual to be dealing with childcare and elder care at the same time. Changes in lifestyle and demographics have affected all of us.
Barry chats with BNN Bloomberg about how to best position your portfolio around rising interest rates. Barry joins BNN Bloomberg to discuss his outlook for the energy sector, and the global chip shortage. Barry joins the host of the podcast Canadian Investor Podcast Braden Dennis to discuss our investment philosophy, how it changed over the years and how we focus on the qualitative aspects of businesses to find great ones.
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. We will work with you to answer your questions and prepare a plan to help you achieve your goals.
Reviews (1)
Ari Holtzer
Aug 14, 2020
Report
Have been with the Baskin team for years. It is a pleasure dealing with them, I have learned a lot from all and especially advisors like Benjamin Klein. He has walked me through different life changes like getting a mortgage and more. He has never given advice that would benefit the firm only, he always concerned with helping me and my wife make the best choices possible. I would strongly recommend Baskin, my returns have always been generous and it’s a team that is a pleasure to deal with.
