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.
Investment Team
Chuck Burkett
Chairman
[email protected]Chuck Burkett, FCPA FCA CFP TEP
PARTNER
Education
Bachelor of Commerce (Accounting), University of Manitoba, 1981; Chartered Accountant, 1984; Certified Financial Planner, 1998; Trust and Estate Practitioner, 2002; Fellow of the Chartered Accountants, 2013.
Experience
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 Limited in 2014; co-founded Burkett Family Office Services in 2024.
Treasurer of The Art Gallery of Greater Victoria Foundation. Chairman of Cape Santa Maria Resort (Bahamas).
Former Chairman of Oak Bay Marine Group; Former Board Chair of the Victoria Foundation; Former 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.
Awards
Sovereign’s Medal for Volunteers – Governor General of Canada.
Community Service Award – Chartered Professional Accountants of British Columbia.
Kevin Burkett
Portfolio Manager
[email protected]Kevin Burkett, CPA CA CFA
PORTFOLIO MANAGER
Education
Bachelor of Commerce (Accounting), University of Calgary, 2007; Chartered Accountant, 2010; Fellow of the Canadian Securities Institute, 2014; Chartered Financial Analyst, 2015; CPA Canada In-Depth Tax Course, 2021.
Experience
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.
Board Member at Entrepreneurs’ Organization (EO) Vancouver Island; Trustee at Pacific North-West Heritage Homes Foundation; Former Investment Committee Member at Victoria Foundation; Former Member of Canadian Advocacy Council at CFA Institute Canada.
Kevin Jiang
Senior Research Analyst
[email protected]Kevin Jiang
SENIOR RESEARCH ANALYST
Education
Bachelor of Economics and Finance, The University of Hong Kong, 2021.
Experience
In the financial services business since 2021; former Investment Analyst with Canada Pension Plan Investment Board; Summer Analyst positions at Goldman Sachs and Warburg Pincus; with Burkett Asset Management since 2024.
Peter Sims
Research Analyst
[email protected]Peter Sims
RESEARCH ANALYST
Education
Bachelor of Commerce, University of Victoria, 2026.
Experience
In the financial services business since 2026; former Capital Markets Associate with Acumen Capital Partners; with Burkett Asset Management since 2026.
Charles Hilder
Junior Trader
[email protected]Charles Hilder
JUNIOR TRADER
Education
Bachelor of Science (Financial Mathematics and Economics), Honours, University of Victoria, 2026.
Experience
In the financial services business since 2026; former Spatial Analyst with Natural Resources Canada; with Burkett Asset Management since 2026.
Client Service Team
Grahame Thorkelson
Investment Counsellor
[email protected]Grahame Thorkelson, CFA
INVESTMENT COUNSELLOR
Education
Bachelor of Science (Mathematics), University of Victoria, 2015; Chartered Financial Analyst, 2023.
Experience
In the financial services business since 2016; former Senior Associate with EncoreFX; started with Burkett Asset Management in 2020.
Evan Law
Client Engagement Associate
[email protected]Evan Law
CLIENT ENGAGEMENT ASSOCIATE
Education
Bachelor of Economics, University of Victoria, 2024.
Experience
In the financial services business since 2025; former Customer Service Representative with CIBC; with Burkett Asset Management since 2025.
Operations and Compliance Team
Catherine Rodelas
Director of Operations
[email protected]Catherine Rodelas
DIRECTOR OF OPERATIONS
Education
Bachelor of Science (Accounting), Centro Escolar University, 2005; Diploma in Business Administration, University of Victoria, 2023.
Experience
In the financial services business since 2013; former Accountant with Azure Consultants DMCC; former Fund Accounting Manager with Philam Asset Management; started with Burkett Asset Management as Operations Analyst in 2023.
Sarah Clark
Director of Finance
[email protected]Sarah Clark, CPA, CA
DIRECTOR OF FINANCE
Education
Bachelor of Business (Administration), Camosun College, 2008; Chartered Accountant, 2011.
Experience
In the financial services business since 2008; formerly with Osborn Watts as an Accountant; former Online facilitator for the CA School of Business from 2013 to 2014; former Online Facilitator for the CPA Western School of Business from 2015 to 2016; with Burkett since 2017.
Former Treasurer for the Wear 2 Start Society.
Wilbert Barboza
Operations Manager
[email protected]Wilbert Barboza, MBA
OPERATIONS MANAGER
Education
MBA, Vancouver Island University, 2021; Bachelor of Commerce, University of Mumbai, 2014.
Experience
In the financial services business since 2014; former Branch Manager with Momentum Financial Services; former Associate Risk Manager with Edelweiss Custodial Services; started with Burkett Asset Management as Operations Analyst in 2023.
Meisam Ghanbari
Operations Analyst
[email protected]Meisam Ghanbari
OPERATIONS ANALYST
Education
MBA, Corvinus University of Budapest, 2013.
Experience
In the financial services business since 2013; former Trading Fee Controller with Morgan Stanley; with Burkett Asset Management since 2024.