Burkett Asset Management Limited

Overview

Burkett Asset Management Limited provides investment management and broader wealth management services for private clients and institutional organizations.¹⁴ The firm states that it is registered under NI 31-103 as a Portfolio Manager in Alberta, British Columbia, Manitoba, Ontario, Saskatchewan and Yukon.¹ The Ontario Securities Commission registrant list dated September 1, 2025 records the firm under NRD number 50550 and the registration category Portfolio Manager.² The firm says it has adopted the CFA Institute Asset Manager Code of Professional Conduct.¹

History

Burkett Asset Management Limited was established in 2014 as a Multi-Family Office.³ Its initial focus included investment governance and external manager research integrated with complex financial planning.³ The firm registered under NI 31-103 as a Portfolio Manager with the British Columbia Securities Commission in 2015.³ It accepted its first directly managed Private Clients in 2015.³ The firm reported assets under management exceeding $300 million in 2023.³ Its history page says assets under management exceeded $500 million in 2026, without providing a specific measurement date.³

Timeline

1. 2014Burkett Asset Management Limited was established in 2014 as a Multi-Family Office.
2. 2015The firm registered under NI 31-103 as a Portfolio Manager with the British Columbia Securities Commission in 2015.
3. 2023The firm reported assets under management exceeding $300 million in 2023.
4. 2025The Ontario Securities Commission registrant list dated September 1, 2025 records the firm under NRD number 50550 and the registration category Portfolio Manager.
5. 2026Its history page says assets under management exceeded $500 million in 2026, without providing a specific measurement date.

Leadership

Kevin Burkett is identified on the firm’s website as a portfolio manager.¹ The firm’s story refers to Chuck and his team observing shortcomings in advice and investment products during the 2000s.³

Services

Burkett Asset Management says it invests actively in global equities and Canadian fixed income.¹ Private wealth services include financial planning, wealth transfer advice, business succession planning, trust and estate planning, and ongoing tax compliance and planning.⁴ The firm says it coordinates with clients’ external advisers on financial planning, tax, trust, estate and succession matters.⁴

The firm’s client process includes discovery meetings involving family members and accountants, review of business records, planning, preparation of a tailored investment policy statement, tax efficient portfolio construction, ongoing communication and adaptation to changing needs.⁴ Clients hold assets in their own names through separate accounts with Royal Bank Investor & Treasury Services, Scotiatrust or Aviso as independent third party custodians.⁴ The firm says clients can govern discretionary management and control risk parameters through a tailored investment policy statement.⁴

For institutional clients, investment solutions include Separately Managed Accounts, public equity mandates and fixed income mandates.⁴ Institutional engagements may include customized Investment Policy Statements aligned with long term objectives and risk tolerance, sometimes incorporating environmental, social and governance criteria.⁴ The firm says every institutional mandate is tailored and that it offers no off the shelf solutions.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Family governance and education
• Business owner services

Client focus

Private Clients typically have a minimum of $1,000,000 in investable assets.⁴ Institutional clients identified by the firm include pension plans, endowments, foundations, not for profit organizations and corporate treasuries.⁴ For relationships with other advisers, the firm requires at least $10 million in total accounts and a minimum account size of $2 million.⁴

Investment philosophy and approach

The firm says its approach is conservative, consistently applied and integrated with broader wealth management services.³ It describes its work as combining investment governance, manager research, financial planning and active investment management.³⁴ The firm identifies its shared values as Excellence, Integrity, Flexibility, Accountability and Partnership.⁵

Assets and minimums

Burkett Asset Management says it manages more than $500 million in institutional and private client assets across diversified strategies.¹ Its history page states that assets under management exceeded $500 million in 2026, with no specific measurement date provided.³ Private Clients typically have a minimum of $1,000,000 in investable assets.⁴ Relationships with other advisers require at least $10 million in total accounts and a minimum account size of $2 million.⁴

By the numbers

FAQs

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Sources

1. accessed 2026-10-23
2. accessed 2026-10-23
3. accessed 2026-10-23
4. accessed 2026-10-23
5. accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.