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
Chairman
[email protected]Chuck Burkett, FCPA FCA CFP TEP
CHAIRMAN
Education
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.
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 in 2014.
Chairman of Oak Bay Marine Group; 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
Portfolio Manager
[email protected]Kevin Burkett, CPA CA CFA
PORTFOLIO MANAGER
Education
B. Comm. (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.
Tabea Seifert
Operations Manager
[email protected]Tabea Seifert, CFA
OPERATIONS MANAGER
Education
MBA (Business Administration and Management, General), University of Victoria, 2019; Chartered Financial Analyst, 2023.
Experience
In the financial services business since 2019; started with Burkett Asset Management in 2020.
Grahame Thorkelson
Portfolio Management Associate
[email protected]Grahame Thorkelson, CFA
PORTFOLIO MANAGEMENT ASSOCIATE
Education
B.Sc (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.
Shenon Fernandes
Senior Operations Analyst
[email protected]Shenon Augustine Fernandes, MGM
Senior Operations Analyst
Education
Master of Global Management, Royal Roads University 2020
Experience
In the financial services business since 2014; former Operations Associate with United Parcel Services; started with Burkett Asset Management in 2021.
Catherine Rodelas
Operations Analyst
[email protected]Catherine Rodelas
OPERATIONS ANALYST
Education
B.Sc (Accounting), Centro Escolar University, 2005.
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 in 2023.
Wilbert Barboza
Operations Analyst
[email protected]Wilbert Barboza, MBA
OPERATIONS ANALYST
Education
MBA, Vancouver Island University, 2021; B.Comm, 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 in 2023.
Yuya Kimura
Investment Analyst
[email protected]Yuya Kimura
INVESTMENT ANALYST
Education
B.Sc (Econ), University of Victoria, 2020.
Experience
In the financial services business since 2018; former Research Analyst with Goldman Sachs; started with Burkett Asset Management in 2023.