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; Trustee at Pacific North-West Heritage Homes Society.
Ross Curry[email protected]
Associate Portfolio Manager
Ross Curry, CPA CMA CFA
ASSOCIATE PORTFOLIO MANAGER
BCom, University of Victoria, 2012; Chartered Professional Accountant, 2015; Chartered Financial Analyst, 2018.
In the financial services business since 2011; former Manager – Strategic Asset Allocation with British Columbia Investment Management Corporation; Financial Modeller with HP Advanced Solutions; started with Burkett Asset Management in 2021.
Tabea Seifert[email protected]
Tabea Seifert, MBA
MBA (Business Administration and Management, General), University of Victoria, 2019; CFA Exam Level II Candidate.
In the financial services business since 2019; started with Burkett Asset Management in 2020.
Grahame Thorkelson[email protected]
B.Sc (Mathematics), University of Victoria, 2015; CFA Exam Level III Candidate.
In the financial services business since 2016; former Senior Associate with EncoreFX; started with Burkett Asset Management in 2020.
Russell Friesen[email protected]
Russell Friesen, CPA, CGA
(Accounting), Camosun College, 2010; CPA, CGA Chartered Accountants, 2018.
In the financial services business since 2011; former Accountant with Chris Cowland & Associates; former Accounting Technician with M. Mckay & Associates; started with Burkett Asset Management in 2021.
Shenon Fernandes[email protected]
Shenon Augustine Fernandes
Master of Global Management, Royal Roads University 2020
In the financial services business since 2014; former Operations Associate with United Parcel Services; started with Burkett Asset Management in 2021.