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Burkett Asset Management Limited

Address

3561 Shelbourne Street
Suite 222
Victoria, British Columbia V8P 4G8
(250) 370 - 0667

www.burkettassetmanagement.ca

Principal Contacts

Duncan Lai
Investment Analyst

Client Minimums

Private: $1,000,000
Institutional: $10,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Family Office
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia*
  • Manitoba
  • Ontario

* indicates a physical location in this province

Burkett | Wealth Management for Individual and Institutional Investors

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.

Approach – Burkett Asset Management Limited

We believe that a straightforward approach to identify and acquire shares of quality businesses with long-term earnings growth potential at a discount to intrinsic value provides the greatest opportunity for repeatable outperformance. Additionally, we invest in fixed income to reduce portfolio-level volatility and provide a source of funds during down-market periods.

In addition to our direct management of client portfolios, we identify, hire, and oversee outside managers on behalf of our clients, providing independent assessment of their results in diverse specialized asset classes or styles.

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.