Please join us for an exclusive event entitled, Invest well and retire better, with Keynote Speaker Barry Schwartz of Baskin Wealth Management - Executive Vice President, Chief Investment Officer as well as Benjamin Klein – Portfolio Manager & Director, Financial Planning.
Come network and learn from Barry on the benefits of choosing the right strategies and investment ideas for a better retirement, while Benjamin will discuss effective wealth management which takes a holistic view of your finances.
Barry joined Baskin Wealth Management in 2000 and became a partner in 2005. As Chief Investment Officer, Barry is responsible for portfolio construction and asset allocation. In addition to working directly with clients, Barry oversees Baskin Wealth Management’s portfolio management committee. Barry is also a frequent commentator on the markets on national television, radio and in the press. He makes regular appearances on BNN Bloomberg’s flagship program, Market Call. His Twitter is full of wisdom about the market, and he regularly publishes insightful editorials on the Baskin Wealth Management blog. Barry is currently involved in many community charitable organizations and serves on the investment committee of Robbins Hebrew Academy. He and his wife live in Toronto with their two energetic boys and their lovable white schnauzer.
Benjamin, who joined Baskin Wealth Management in 2013, is a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner (CFP) professional. Benjamin works directly with clients by first gaining a complete understanding of their financial situation, including tax, legal and estate requirements. He then constructs detailed financial plans to help clients establish, and achieve, their financial goals. He is also involved in investment research, portfolio analysis and compliance. Outside the office, Benjamin fundraises for several charitable organizations, including the Heart and Stroke Foundation through the Ride for Heart, and the Terry Fox Foundation through the Terry Fox Run. Benjamin and his wife live in Toronto with their young son, and Benjamin enjoys basketball, baseball, board games and video games.
Date: Thursday, March 5th
Time: 7 pm - 9 pm
Location: The Schwartz/Reisman Centre-9600 Bathurst Street, Community Volunteer Board Room on the second floor.
refreshments will be served.
Free admission. As space is limited- RSVP is required.
For further information please contact:
Galya Sarner, Director, The Israeli Canadian Project - [email protected] or 647 4036857
Andrea Daiam, Program Coordinator - [email protected] or 905.303.1821 x3006