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Our Clients

We strive to provide not only prudent financial advice, but also excellent and attentive service. Over the past 12 years, our total fee-paying client Assets Under Management (AUM) have grown by 700% to $975 million as at December 31, 2016.

Needless to say, it is a challenge to maintain our high level of service and our style of close personal contact in this dynamic growth situation. Measuring our client retention is one way we gauge how well we are succeeding in these goals. In each of the past five years, we have retained over 98% of our clients. In each of 2014, 2015 and 2016, our retention rate was over 98%—measured both by numbers of clients and by assets under management. We remain diligent and consistent in our mission even as we continue to grow.

Testimonials

“I have enjoyed a long and successful relationship with Baskin Wealth.
The people are both smart and fair: The real deal. We were early and continued investors which now
includes the next generation, and I hope I will see the third follow in our successful footsteps.”

Ultra High Net Worth Investor and Philanthropist,
Baskin Wealth client since 1998

“It is their conservative approach that helps me sleep well even in turbulent times.”

Business Executive in His 40’s,
Baskin Wealth client since 1998

“I have always (well almost always) slept peacefully knowing that [Baskin Wealth] was
attending to my financial affairs. There have been some good times and some not so good times,
but Baskin’s calm and measured approach has served me well. Keep up the great work!”

Retired Executive, Board Member of Two Health Organizations,
Baskin Wealth client since 1998

“I have been a Baskin client for over 15 years and have been very pleased with the good customer service.
I also like the clear and concise explanations that they provide for their market outlook and investing strategies.
Choosing [Baskin Wealth] was one of the best financial decisions I ever made.“

Recipient of Long-Term Disability,
Baskin Wealth client since 1999

“After my divorce, the smartest thing I did was entrust my financial future to the people at [Baskin Wealth].”

Divorced at 53 Without Ongoing Support,
Baskin Wealth client since 2003


*All amounts are in Canadian currency. For each year, all non-Canadian currency is converted to Canadian currency as of the close of business on the date appearing on the chart, or, if that date is not a business day, as at the close of business on the business day immediately preceding the date appearing on the chart, and all amounts are calculated as of the close of business on the date appearing on the chart, or, if that date is not a business day, as at the close of business on the business day immediately preceding the date appearing on the chart.
“Aggregate Assets Under Management by Year” represents the aggregate of all amounts under management by Baskin Wealth Management as at the end of the specified year, calculated as set out above, for fee paying clients only, and includes only assets for which a management fee is charged to those clients.