Our strength as a firm starts with our people.
As a team, we create solutions that stem from our mission to provide our clients with an innovative and effective approach to managing their investments.
Chuck Burkett[email protected]
Chuck Burkett, FCPA FCA CFP TEP
B. Comm. (Accounting), University of Manitoba, 1981; Chartered Accountant, 1984; Certified Financial Planner, 1998; Trust and Estate Practitioner, 2002; Fellow of the Chartered Accountants, 2013.
In the financial services business since 1981; formerly with Thorne Riddell; former Office Managing Partner and Director of Tax Services with Deloitte; founded Burkett & Co. in 2000; co-founded Burkett Asset Management in 2014.
Former Board Chair of the Victoria Foundation; Director of Pearson College of the Pacific Foundation and Trustee of Lester B. Pearson United World College; past President of the Victoria Estate Planning Council; past President of the Capital City Executives Association.
Governor General of Canada “Caring Canadian Award” recipient; Institute of Chartered Accountants of BC “Community Service Award” recipient.
Kevin Burkett[email protected]
Kevin Burkett, CPA CA CFA
B. Comm. (Accounting), University of Calgary, 2007; Chartered Accountant, 2010; Fellow of the Canadian Securities Institute, 2014; Chartered Financial Analyst, 2015.
In the financial services business since 2007; former Investment Banking Associate with Credit Suisse; Investment Banking Analyst with Scotia Capital; Audit Senior with Deloitte; co-founded Burkett Asset Management in 2014.
Investment Committee Member at Victoria Foundation; Member of Canadian Advocacy Council at CFA Institute Canada.
Duncan Lai[email protected]
Duncan Lai, CPA CA CFA
BBA (Finance and Accounting), Simon Fraser University, 2009; Chartered Accountant, 2011; Chartered Financial Analyst, 2014.
In the financial services business since 2009; former Analyst – Global Thematic with British Columbia Investment Management Corporation; Equity Research Senior Associate Analyst with Macquarie Capital; Senior Associate (Audit and Assurance) with Pricewaterhousecoopers.
Melissa Ball[email protected]
Canadian Securities Course, 2018.
In the financial services business since 2008; Worked as an Account Administrator at Jarislowsky Fraser (Toronto) for 6 years; with Burkett Asset Management since 2016.
Kellie Smith[email protected]
Bachelor of Commerce, University of Victoria, 2018.
Former Executive Assistant at Wilson’s Group; Communications Co-op at the Ministry of Advanced Education, Skills and Training; with Burkett Asset Management Limited since 2018.
Laura Gilchrist[email protected]
Worked as a Client Services Liaison at ARO Inc. for 10 years; with Burkett Asset Management since 2014.