Burkett Asset Management is an investment management firm based in Victoria, British Columbia managing more than $200 million in 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 in the provinces of Alberta, British Columbia, Manitoba, Ontario and Yukon. Additionally, we have adopted the CFA Institute Asset Manager Code of Professional Conduct.
Our category of registration commands that we act in our clients’ best interests as legal fiduciaries and is a point of pride and professional ethics as we go about our work.
We strive to build relationships characterized by trust, reliability, and shared success.
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Our clients benefit from our straightforward service, delivered honestly and transparently.
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The strength of our firm and its steady growth are the direct result of our hard-working people.
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The Portfolio Management Association of Canada authored this summary of the merits of working with firms like ours.
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