Baskin Financial Blog
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David Baskin & Barry Schwartz are the lead Portfolio Managers at Baskin Financial Services in Toronto, Canada. David and Barry appear frequently on national television and radio and are quoted widely in the press.
- Description: Private equity portfolio manager.
- Interests: Bonds, Dividend stock ideas & income, Stocks - long
Baskin Financial Services Inc. Baskin Financial will customize your Managed Account to your unique needs for capital preservation, income, growth and liquidity while also considering your tax situation. Investments will be chosen in accordance with Baskin Financial’s overall investment team approach, and your portfolio will be monitored ...More
regularly and adjusted as necessary by your personal Portfolio Manager who will keep you informed of key developments. Your Managed Account will contain individual securities such as stocks, preferred shares, bonds and income trusts. These securities are owned and held directly by you at our preferred custodian, TD Waterhouse. You will receive a monthly statement for each account you hold, and all trade confirmation slips from TD Waterhouse. Baskin Financial will also provide you with a more detailed reporting statement each month, which includes an overview of your portfolio’s holdings and performance, a description of monthly transactions and a client newsletter written by David Baskin and the Portfolio Management team. Our track record is a testament to our investing skill. Please visit our website to see how our managed accounts have performed over the last 13 years. Please contact us by phone at 1-877-227-5468 or email firstname.lastname@example.org to speak with one of our Portfolio Managers.
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