Baskin Financial Services Inc.
Baskin Financial Services Inc. is a Toronto-based asset management firm founded by David Baskin. The firm has decades of history providing discretionary portfolio management and investment counsel services primarily to Canadian individuals, families, and institutions. Operating from its headquarters in Toronto, Baskin Financial serves clients with a team of financial professionals focused on personalized wealth management and long-term growth strategies. The firm typically features a small team, enabling high-touch client relationships.
Investment Strategy
Baskin Financial Services Inc. employs a discretionary, long-term investment strategy focused on growth and income. The firm manages diversified portfolios of primarily North American equities, supplemented with fixed income to balance risk. Their philosophy centers on investing in high-quality, well-managed companies with strong balance sheets and demonstrated earnings growth. Emphasis is placed on individual stock selection and customized asset allocation according to each client's objectives and risk tolerance.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | Alphabet Inc. Class C | 6.27% | $85.3M | 350,441 | $41.53 | $243.55 | +$22.4M |
A AAPL | Apple Inc. | 6.04% | $82.1M | 322,454 | $23.33 | $254.63 | +$15.6M |
M MSFT | Microsoft Corp. | 5.52% | $75.1M | 145,066 | $53.61 | $517.95 | +$2.2M |
N NFLX | Netflix Inc | 4.64% | $63.1M | 52,648 | $411.35 | $1198.92 | -$8.0M |
B BN | Brookfield Corporation | 4.58% | $62.3M | 909,017 | $36.39 | $45.72 | +$5.4M |