Burkett Asset Management Limited - Victoria, British Columbia

Rivian

We have been,my husband and I, clients of Burkett asset management for almost 30 years. we really can’t say enough. We feel heard, understood, and responded to exactly according to our needs, our risk concerns, our anxiety levels and our comfort level. In addition, our ability to communicate, even over the weekends, asking about some question that concerns us, has always led to a quick and fulsome reply that always satisfies what we have asked about. Interestingly, we always feel appreciated as well and valued as a client. Deciding to be a client of Burkett Asset Management was one of our wisest decisions.

E S.

I have been a client of Burkett Asset Management (BAM) for many years. I have had experience with other larger asset management firms, and I can honestly say that BAM are the best private investment counsel I have experienced in decades. I cannot ever envision a circumstance where I would trust my long-term financial goals to any other asset management firm.

Christine C.

My husband and I switched from the BMO to Burkett asset management for our Financial planning and financial advice a little over a year ago. We have both been extremely pleased with how this has worked out. The fees we are paying are a little bit lower, and we get regular updates regarding how the market is doing, as well as how Geopolitical events might affect us financially. We have regular face-to-face meetings with our financial advisor, Grahame Thorkelson, who is a very knowledgeable and personable fellow. He has provided us with a detailed outlook regarding what we can expect to receive financially for the next two decades, something the BMO never did. Switching to Burkett asset management was the best decision we could ever have made.

Terry G.

My wife & I were using an financial advisor who worked for one of the major Canadian Banks. We decided to use a local independent Asset Manager rather than one associated with a major bank and not living in our area. Researching we discovered Burkett Asset Management. Our first interview with Kevin Burkett, I was very impressed with his professionalism . We seem to be reading off of the same page as far as investing is concerned. His staff worked hard solving the road blocks that were created with the transfers from our previous advisor.

As neither me or my wife do not have a company pension, it is critical that we have a good and knowledgeable asset manager. We have found one and that is Kevin Burkett at Burkett Asset Management Limited. it was an excellent choice.

Michelle A.

I’ve dealt with several employees at Burkett Asset Management and have positive things to say about all of them. They’ve been incredibly patient with me answering all my questions and in explaining what I don’t understand. They respond to emails within an hour and are very helpful. I would highly recommend them

Dagmar W.

Always friendly and professional, everyone at BAM has been a pleasure to deal with and I feel that I am in good hands!

Josi K.