At Baskin Wealth Management, we are dedicated to providing exceptional wealth management solutions to Canadian families and foundations with $1 million or more to invest. With over 30 years of experience in the industry, we have established ourselves as a trusted and independent investment management firm, focused on delivering tailored approaches to manage the financial well-being of our clients.
Our Approach
Our senior wealth managers take a disciplined and team-based approach to managing your assets, recognizing that every client has unique goals, risk tolerance, and financial aspirations. We invest the time to thoroughly understand your complete financial situation, goals, and attitudes towards risk. Our comprehensive approach will ensure that your financial portfolio is carefully crafted to meet your specific needs.
Wealth Management Solutions
In today's dynamic and ever-changing economic landscape, families and foundations require a sophisticated and integrated wealth management strategy. Our experts will assess your unique situation, considering your tax, legal, and estate requirements, to develop a personalized plan tailored to your needs. We will work closely with you to address your investment goals, tax services, retirement planning, estate planning, and philanthropic goals, ensuring that your wealth is effectively managed and preserved for future generations.
Founded on Principles of Independence
As an independently owned firm, we maintain a long-term perspective, taking into account your entire financial situation, including your tax, legal, and estate requirements. We do not have the pressure of meeting quarterly earnings targets, allowing us to make investment decisions that align with your long-term goals. Our research process is dynamic, constantly seeking to understand your investments better. We are committed to protecting your capital and building your wealth over the long-term.
Our Expertise
With over 30 years of experience, our team of experts is dedicated to providing exceptional wealth management solutions. Our team is comprised of highly skilled and experienced investment professionals, with a deep understanding of the complexities of wealth management. We are proud of our long-standing relationships with our clients, who have entrusted us with their financial well-being.
In-House Expertise
At Baskin Wealth Management, we do not rely on external research firms or investment consultants. Our team has developed an in-house research process, constantly seeking to understand your investments better. This approach enables us to make informed investment decisions, without the influence of external pressures or biases.
Expert Insights and Market Analysis
Our wealth managers regularly publish market commentary and insights, providing our clients with valuable market analysis and expert opinions. Our research papers and podcasts offer a unique perspective on the investment landscape, helping our clients make informed investment decisions. Stay up-to-date on the latest market trends, economic indicators, and global events through our blog, media appearances, and podcast series.
Expert Experts
At Baskin Wealth Management, we pride ourselves on our commitment to providing exceptional client service. Our dedicated team of experts is always available to address your concerns, answer your questions, and provide tailored investment advice. We understand the importance of effective communication and strive to provide clear, concise, and timely updates on your investment portfolio.
In Our Community
As a responsible corporate citizen, we are committed to giving back to our community. We actively participate in various charitable initiatives, supporting local organizations and events that align with our values and philanthropic goals. Our community involvement reinforces our commitment to making a positive impact in the lives of others.
Join Our Team
If you are passionate about delivering exceptional wealth management solutions, we invite you to explore our career opportunities. At Baskin Wealth Management, we believe that our team members are our greatest asset. We offer a dynamic and supportive work environment, where experts can collaborate, grow, and thrive.
Overall Experience
The reviewer has had a highly positive experience with the Baskin team, having worked with them for years and praising their professionalism and guidance.
Advisor Praise
The reviewer particularly highlights the exceptional service provided by advisor Benjamin Klein, who has offered personalized advice and support during significant life changes, such as getting a mortgage. Klein's impartiality and focus on the client's best interests are notable attributes.
Recommendation
The reviewer strongly recommends Baskin, citing generous returns and a team that is a pleasure to work with.
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