Burkett & Co.

Burkett & Co. is a chartered professional accounting firm on Shelbourne Street in Victoria, British Columbia. It gives tax, accounting and business advice to owners and their families, and shares an office with two sister companies, an investment manager and a family office.

Services

• Accounting and tax: compliance and tax consulting for businesses and individuals.
• Business strategy advice: guidance for owners planning to grow their company.
• Estate planning: setting out goals, comparing ways of passing on assets and showing likely outcomes, with support for executors.
• Investment management: through Burkett Asset Management, portfolios for private clients and institutions built around each client's needs.
• Family office: Burkett Family Office Services acts as one point of contact for clients with complicated finances; entry is by invitation.
• Services for other advisers: support offered to fellow professionals.

Customers and markets

The group serves business owners, their families, private investors and institutions, along with clients whose affairs are especially complex.

Key facts

• Based in: Victoria, British Columbia, Canada
• Designation: Chartered Professional Accountants
• Related firms: Burkett Asset Management Limited and Burkett Family Office Services Corp.