What Burkett Group does

Burkett Group is an independent, privately-held financial services organization headquartered in Victoria, British Columbia, operating through three wholly-owned subsidiaries under a unified brand. Burkett & Co. Chartered Professional Accountants delivers assurance, accounting, tax planning, and advisory services to business owners and their families; Burkett Asset Management Limited provides discretionary investment management to private wealth clients, institutions, and other financial advisers across diversified strategies; and Burkett Family Office Services Corp. operates a private multi-family office, by invitation only, that consolidates accounting, investment, and estate services for Western Canada's leading business families.

The firm is relationship-led rather than technology-led. Core technology is not disclosed; there are no APIs, integrations, proprietary platforms, patents, or AI/ML capabilities referenced. Distribution is anchored by a single Shelbourne Street campus (Suites 200 and 222) and referral networks within the Victoria business community, supported by individual websites for each sub-brand and a shared group site at burkett.ca. The competitive pitch rests on decades of partner-level expertise and the ability to deliver tax, investment, and family-office services through one coordinated team.

Revenue is generated through three fee streams: professional services fees for accounting and tax work, discretionary asset management fees on managed portfolios, and managed-service fees for family office engagements. Pricing is quote-based and not publicly disclosed. The firm has 11-50 employees, was founded around 2000, and operates without external investors, a parent entity, or publicly disclosed financial results, making it a small, founder/management-owned regional professional services group rather than a scaled financial platform.

Name

Burkett Group

Legal name

Burkett

Website

https://burkett.ca

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Burkett Group is a Victoria, BC-based independent financial services firm operating three subsidiaries: Burkett & Co. (CPA advisory and tax), Burkett Asset Management (discretionary investment management), and Burkett Family Office Services (invitation-only multi-family office) serving business owners, HNW families, institutions, and other advisers across Western Canada.

Ownership category

akta.pro rank

Product category

Wealth Management and Accounting Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Fee-Only Advisory (FSAEAAAL), Family Business & Succession Advisory (FSAAADAL), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Accounting and tax services
• Investment management
• Multi-family office
• Wealth management services
• Estate planning

Headquarters

HQ city

Victoria

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Accounting and Tax Services: Fee-based professional services for assurance, accounting, tax planning, and advisory services provided to business owners and their families.
2. Investment Management Services: Discretionary investment management fees charged to private wealth clients, institutional clients, and other advisers, constructing diversified portfolios based on individual client needs.
3. Family Office Services: Multi-family office services providing centralized financial coordination for families with significant complexity, available by invitation only.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Burkett Group provides integrated financial services through three specialized divisions operating from Victoria, British Columbia: Burkett & Co. Chartered Professional Accountants delivers assurance, accounting, tax planning, and business advisory services for business owners and their families; Burkett Asset Management Limited offers independent discretionary investment management constructing diversified portfolios for private wealth clients, institutions, and other financial advisors; and Burkett Family Office Services Corp. provides centralized multi-family office coordination, available by invitation only, for Western Canada's leading business families with significant financial complexity.

Product overview

Burkett Group is a unified financial services organization comprising three distinct sub-brands operating under the Burkett umbrella: Burkett & Co. Chartered Professional Accountants (offering assurance, accounting, tax planning, and advisory services), Burkett Asset Management Limited (providing independent investment management for private wealth clients, institutional clients, and financial advisors), and Burkett Family Office Services (a private multi-family office serving clients by invitation). The three entities share the same Shelbourne Street location in Victoria, BC and serve overlapping client bases—from individual business owners to wealthy families requiring comprehensive financial services.

Differentiator

Problem solved

Functional benefit

Brands

• Burkett & Co. Chartered Professional Accountants: Accounting firm providing assurance, accounting, tax planning, and advisory services to business owners and their families
• Burkett Asset Management
• Burkett Family Office Services

Products and services

• Burkett & Co. Chartered Professional Accountants Accounting firm providing assurance and accounting, tax planning, advisory services, and estate planning to business owners and their families in Victoria, British Columbia. Decades of experience in both simple and complex estate planning, including executor support, transfer method analysis, and illustration of potential outcomes.
• Burkett Asset Management Limited Independent investment management firm constructing diversified portfolios guided by a comprehensive understanding of individual client needs; serves private wealth clients, other financial advisers (referral/white-label relationships), and institutional clients.
• Burkett Family Office Services Private multi-family office bringing together the firm's accounting and investment management services as a centralized point of contact for clients with significant complexity in their financial situations; admission by invitation only.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights3 records

Direct peers

• Nicola Wealth Management: Canadian independent multi-family office and wealth manager based in Western Canada, offering integrated investment management, financial planning, and family office services to HNW families — directly comparable to Burkett Group's integrated model and regional positioning.
• Northland Wealth Management: Canadian independent multi-family office serving HNW families across Canada with investment management and integrated wealth services — closely comparable in business model, independence, and HNW-family target market.
• T.E. Wealth: Canadian multi-family office providing integrated wealth advisory and investment management to high-net-worth families — directly comparable in multi-family office positioning and fee-only advisory approach.
• Letko, Brosseau, McNeil & Associates: Independent Canadian investment manager providing discretionary portfolio management to institutional and private wealth clients — comparable to Burkett Asset Management in independent, fee-only investment management for HNW and institutional clients.
• Burge & Co. / Cardinal Capital Management: Independent Canadian investment manager based in Western Canada serving private wealth and institutional clients with diversified strategies — closely comparable to Burkett Asset Management in regional independent portfolio management.

Broad incumbents

• Connor, Clark & Lunn Financial Group: Large Canadian independent asset manager offering diversified investment strategies to institutional and private wealth clients — comparable in independent investment management but with broader scale and institutional focus than Burkett Asset Management.
• RBC Wealth Management: Major Canadian bank-owned wealth platform offering investment management, estate planning, and family office services at national scale — comparable as a competing provider of integrated HNW and family office services, but with broader resources and geographic reach.
• Gluskin Sheff + Associates: Canadian high-net-worth investment manager (now part of iA Financial Group) offering discretionary portfolio management to affluent families — comparable in private wealth investment management but at larger scale.
• BDO Canada: Major Canadian accounting and advisory firm with assurance, tax, and business advisory services — comparable to Burkett & Co. CPA in the accounting/advisory division but operating at significantly larger scale nationally.

Emerging players

• Wealthsimple: Canadian digital wealth management and investing platform serving retail and mass-affluent clients — not a direct competitor for Burkett's HNW/family office segment, but representative of the digital-native wealth competition pressuring traditional advisory firms.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Burkett Group