Burkett Asset Management

A firm founded on an integrated approach to wealth management. Burkett Asset Management is an investment management firm based in Victoria, British Columbia managing institutional and private client assets across a number of diversified strategies. The firm is registered under NI 31-103 in the category of Portfolio Manager with the British Columbia, Alberta, Manitoba and Ontario Securities Commissions. Our category of registration commands that we act solely in our clients’ best interests as legal fiduciaries and is a point of pride and professional ethics as we go about our work. While our heritage as tax advisors gives us unique perspective on how to treat our clients, how to think long-term, and how to manage investments in a way that is both conservative and wealth-creating. Starting in the early 2000s as tax and business advisers, we observed the wide disparity in the quality of investment advice and products their clients are offered from other providers, with many of these services and strategies failing to create meaningful wealth for clients. Providing a value-first approach to wealth management has helped us accumulated more than $100 million client assets in just 2 two years since registration. Burkett Asset Management has continued to attract clients seeking a conservative philosophy, consistently applied process and an integrated service approach. Contact us to learn more about how Burkett can change your opinion about wealth management.