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Baskin Wealth Management

Address

95 St. Clair Avenue West
Suite 900
Toronto, Ontario M4V 1N6
(416) 969 - 9540
info@baskinwealth.com
www.baskinwealth.com

Principal Contacts

David Baskin
President
Tel: (416) 969 - 9540
davidbaskin@baskinwealth.com

Barry Schwartz
Executive Vice President, Chief Investment Officer
Tel: (416) 969 - 9540
bschwartz@baskinwealth.com

Scott Mazi
Executive Vice President, Portfolio & Relationship Management
Tel: (416) 969 - 9540
smazi@baskinwealth.com

Client Minimums

Private: $1,000,000
Institutional: $1,000,000

Types of Accounts Managed

Private Individual / Investor
Institutional Investor - Pension Plan
Institutional Investor - Non-Profit
Institutional Investor - First Nations

Provinces of Business

Alberta
British Columbia
Manitoba
New Brunswick
Nova Scotia
Ontario*
Quebec
Saskatchewan

* indicates a physical location in this province

The Wealth Management Experts

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. This takes into account your goals and attitudes towards risk as well as considering your tax, legal and estate requirements to ensure your portfolio continues to meet your needs.

Our Guiding Principles

Our commitment to protecting your capital and building your wealth over the long-term is demonstrated through a strict adherence by our investment committee to three simple investment principles.

Focused understanding.

We believe in the benefits of diversifying client portfolios, but also strongly believe in having an in-depth understanding of every investment we make in your portfolio. To achieve this, we manage each portfolio with a focused number of individual securities.

Fundamental analysis.

We thoroughly research and assess economic indicators, sector outlooks, company results and competitive positioning to identify underpriced securities and to avoid those that are overpriced.

Patience.

We believe that value is recognized over time and have the confidence to take a position in a security and hold it as the market comes to agree with our assessment of its true value.

Superior Client Experience

Baskin Wealth Management takes pride in its close attention to client service. We offer our clients a unique discretionary investment management experience in that they have direct access to the expertise of the top people at our firm, a dedicated client service team, and easy-to-read dashboard reporting.

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