Private Wealth Clients
High-net-worth individuals face complicated financial decisions that require sophisticated advice and creative solutions. We take time to genuinely understand each client’s situation and respond with an integrated approach to their investment counsel needs. In doing so, we provide exceptional client service, underpinned by a track record of strong investment results.
Private Clients typically have a minimum of $500,000 in investable assets.
We manage client assets with the same care and integrity as if they were our own.
Our clients benefit from a straightforward service, delivered honestly and transparently. We are proactive in providing clients with up-to-date information about their investments and developments in financial markets.
Our private wealth services include close coordination with client-external advisors to ensure coordination in the following areas:
- Tailored financial planning.
- Wealth transfer advice and business succession planning
- Trust and estate planning
- Ongoing tax compliance and planning
Why choose Burkett Asset Management?
Our fiduciary duty means we always act in the best interests of our clients and provide unbiased advice and investment strategies. Our tax and accounting knowledge uniquely position us to offer an integrated and tax-effective approach to wealth and investment management.
We take the time to discover the needs and objectives of each client, and consider them within the client’s broader financial position.
When making investment decisions, we also consider a client’s tax position. Our tailored solutions seek to minimize tax as a drag on returns.
Clients hold their assets in their own name through separate accounts with an independent, third-party custodian (Royal Bank Investor & Treasury Services, Scotiatrust, or Credential).
Clients can govern discretionary management and control risk parameters through a tailored investment policy statement.
We provide a "one stop shop" that addresses all of our client’s wealth management within the firm.