Managed Accounts
Managed Accounts are available to individuals and families with investible assets of at least $500,000.
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 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 [click here to view a sample], 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 click here to see how our managed accounts have performed over the last 15 years.
Managed Accounts are charged an annual management fee of 1.5% on the first $1 million of assets and 1% on any amount over $1 million. Baskin Financial does not charge performance fees.
Please contact us by phone or email to speak with one of our Portfolio Managers directly, or click here to request further information.