Skip to main content

Benjamin Klein

Portfolio Manager & Director, Financial Planning
Baskin Wealth Management
Benjamin Klein
Benjamin Klein
Location Born
Location Now
Education Pathway

Benjamin Klein is a Portfolio Manager & Director of Financial Planning for Baskin Wealth Management.

About me

I was born/grew up in:  Toronto, ON

I now live in:  Toronto, ON

I completed my training/education at:  Bachelor of Arts, Honours in Applied Economics, Queen's University; Chartered Financial Analyst, CFA Institute; Certified Financial Planner, FP Canada


What I do at work

To sum it up, I help people invest their money so they can save enough to retire and meet any other financial goals they have. But there is a lot more involved. I spend a lot of time speaking with clients, answering questions about their investments and money, and helping them think about their money in a productive way.

My  understanding statistics and math helps me to understand politics and world events that may have effects on the financial markets. I use a special computer software with data on all kinds of different investments as well as Microsoft Excel.

At Baskin Wealth Management, we have an investment committee of 10 people. This committee meets formally every month to review our investments, current world events, as well as what the financial markets are doing. We also speak in person, by email and by phone daily. We use our understanding of what is doing on in the world and financial markets, to make decisions on what investments to buy and sell. We suggest ideas and discuss the pros and cons of each before making a final decision. We use this information to help our clients decide which investments are best for them.

My career path is

Once I had taken economics courses in school, I knew I wanted to study it in university. I didn't know what kind of work I would end up doing until after completing my undergraduate degree. I completed two graduate-level certifications in financial analysis (investing) and financial planning.

While at university, I volunteered as a Financial Analyst with a student-run club. In this role, I analyzed companies to determine the potential growth of their stocks. I summarized this information and prepared due diligence reports on prospective companies for presentation.

After graduation, I moved to into a Financial Services Representative with an investment company. Here I started doing work similar to what I do today. When I moved to Baskin Wealth Management, I began as a Research Analyst. I was doing similar work as I had before but was learning new things. I worked my way to the Portfolio Manager position over several years of hard work and continuous learning.  

I am motivated by

Investing is interesting because ideas can come from anywhere. You can invest in new technologies, trends, demographics, smart management teams, and everything in between. I also enjoy teaching people and helping them understand complicated topics so helping people plan for the future is very rewarding.

How I affect people’s lives

Money is a source of stress for many people. I try to make people feel confident about their ability to take care of themselves well into the future and to allow them to continue to live the lives they choose without worrying about money.

Outside of work I

I play video games, basketball, volleyball, run, bike and weightlift, read, and hang out with friends, my wife, and my young son. I also support the Heart and Stroke Foundation through the Ride for Heart, and the Terry Fox Foundation through the Terry Fox Run.

My advice to others

Be interested in everything, no matter how "useful" it is. You never know when skills you've learned will help you learn other skills in the future.

When I was a student, I enjoyed:
  • Math
  • History
  • Business & Economics
  • Physical Education/Health
When I was a student, I would have described myself as someone who:
  • Played on a sports team
  • Enjoyed working with my hands
  • Liked being given specific instructions
  • Liked reading
  • Played video games
  • Wasn't sure what I wanted to do
  • Liked to design or build things

Explore Career Profiles

  • Ryan Mitchell headshot

    Ryan Mitchell

    Hatchery Supervisor

    My job is to supervise the daily workflow at our salmon hatchery.
  • Steve Lawrence headshot with trees in the background

    Steve Lawrence

    Sales Manager

    As sales manager for Eos Positioning in Canada, I work with the Sales Reps, Marketing and Production.
  • Nathan Kostiuk headshot

    Nathan Kostiuk

    Western Regional Coordinator

    Nathan coordinates the work of the Let’s Talk Science volunteer sites from Manitoba to British Columbia.
  • Moustafa Eldeeb onsite at Seaspan Shipyard’s North Vancouver, BC facility.

    Mustafa Eldeeb

    Project Manager, Navy Programs

    I am responsible for ensuring the various project teams are performing well and following to the approved budget and schedule set for each project.
  • Justin Kole tenant un caniche dans ses bras.

    Justin M. R. Kole

    Operations Advisor

    I track and organize upcoming customer deliveries and provide customer education on the technology in Tesla automobiles.
  • Viviana Ramirez-Luna dehors en hiver

    Viviana Ramirez-Luna (she/her)

    Environmental Entrepreneur

    I founded (and run) a consulting company to help businesses, communities, and organizations reduce the waste they produce
  • Ilias Hader

    Ilias Hader (he/him)

    Artificial Intelligence Consultant & Team Leader

    I help companies take advantage of AI technologies and I manage a team to build an automated food production system for long space missions. 
  • Steve Fletcher

    Steve Fletcher

    Managing Director

    I am the Managing Director of the Automotive Recyclers of Canada.
  • Amanda McCallum

    Amanda McCallum

    Geologist, Communication Specialist, Business Owner

    I'm a prospecting geologist, a science communication specialist and business owner.
  • Bryan Rolph

    Bryan Rolph

    Sales Manager

    I lead a team of technical sales professionals that help deliver on the best technology solutions for our customers.
  • Dawn Pratt avec ses filles au Centre spatial de Houston

    Dawn Pratt

    STEM Consultant

    I develop programs and STEM content and advise on the development of STEM programs.
  • Ashley Noseworthy avec l'océan derrière elle

    Ashley Noseworthy

    CEO/Founder of Edgewise Environmental

    I own and operate an environmental consultancy that helps companies reduce their underwater noise pollution.
  • Edwin Makkinga

    Edwin Makkinga

    Manager, Climate Policy

    In my job I consider the risks and opportunities from climate-related public policy and how Enbridge can be part of the solution to the climate crisis.
  • Steven Ryan derrière un bureau debout avec son ordinateur portable

    Steven Ryan

    Creative Director

    Steven Ryan is a creative director with a design and marketing communications firm.
  • Vivek Chauhan

    Vivek Chauhan

    Program Advisor, Renewable Generation

    Vivek is an electrical engineer who works for Ontario Power Generation.
  • Patty Simpson

    Patty Simpson (she/her)

    Environmental Coordinator

    As the head of the Environment Department at a uranium mine, it is my responsibility to make sure that the mine does not pollute the surrounding environment.
  • Luc Houle à la maison

    Luc Houle (he/him)

    Founder of Johnny Footwear

    I create, manufacture and market biodegradable sneakers that grow into trees.
  • Wendy Keyzer au travail

    Wendy Keyzer

    Manager, Strategy and Business Development Operations

    I support activities like proposal development and strategic projects to expand our innovation efforts at Seaspan Shipyards.
  • Sukhleen Chahal

    Sukhleen Chahal

    Proposal Specialist

    I write contract change proposals for work to be done that was not part of the original work plan.
  • Michelle Franze dans un petit avion.

    Michelle Franze (she/her)

    Manager of Communications, Partnerships and Community Relations

    I provide internal and external communications for the BC Salmon Farmers Association.