Our Team

Chuck Burkett, FCPA FCA CFP TEP
PARTNER

Education
B. Comm. (Accounting), University of Manitoba, 1981; Chartered Accountant, 1984; Certified Financial Planner, 1998; Trust and Estate Practitioner, 2002; Fellow of the Chartered Accountants, 2013.

Experience
In the financial services business since 1981; formerly with Thorne Riddell; former Office Managing Partner and Director of Tax Services with Deloitte; co-founded Burkett Asset Management in 2013; founded Burkett & Co. in 2000.

Chairman of Oak Bay Marine Group; Former Board Chair of the Victoria Foundation; Director of Pearson College of the Pacific Foundation and Trustee of Lester B. Pearson United World College; past President of the Victoria Estate Planning Council; past President of the Capital City Executives Association.

Governor General of Canada “Caring Canadian Award” recipient; Institute of Chartered Accountants of BC “Community Service Award” recipient.

Kevin Burkett, CPA CA CFA
PARTNER

Education
B. Comm. (Accounting), University of Calgary, 2007; Chartered Accountant, 2010; Fellow of the Canadian Securities Institute, 2014; Chartered Financial Analyst, 2015; CPA Canada In-Depth Tax Course, 2021.

Experience
In the financial services business since 2007; former Investment Banking Associate with Credit Suisse; Investment Banking Analyst with Scotia Capital; Audit Senior with Deloitte; co-founded Burkett Asset Management in 2013; with Burkett & Co. since 2013.

Board Member at Entrepreneurs’ Organization (EO) Vancouver Island; Trustee at Pacific North-West Heritage Homes Foundation; Former Investment Committee Member at Victoria Foundation; Former Member of Canadian Advocacy Council at CFA Institute Canada.

James Tong, CPA, CA
SENIOR MANAGER

Education
Masters of Management, UBC, 2009; Diploma in Accounting Program, UBC, 2010; Chartered Accountant, 2013.

Experience
In the financial services business since 2011; former Vice President Finance with Tantalus Labs Ltd.; former Principal with HLG Financial Advisory Ltd.; former Manager and Senior Accountant with KPMG LLP; with Burkett & Co. since 2021.

Scott Matheson, CPA, CA
DIRECTOR OF OPERATIONS

Education
B.A. Honours (Economics), Acadia University, 1985; Chartered Accountant, 1990; Canadian Securities Course, 1994.

Experience
In the financial services business since 1986; former Chief Financial Officer with West Arm Truck Lines; Chief Financial Officer with Selkirk Power Company Ltd.; Chief Finanancial Officer with Terra Archaeology; Senior Accountant with Deloitte; with Burkett & Co. since 2022.

Brad Grsic, CPA, CA
TAX MANAGER

Education
Bachelor of Commerce, UVIC, 2009; Chartered Professional Accountant, 2015; In-depth Tax Course, 2021.

Experience
In the financial services business since 2009; former Senior Associate with Cameron Izard Snell; former Senior Associate with The Siegfried Group LLP; former Senior Accountant with PwC LLP; with Burkett & Co. since 2022.

Sarah Clark, CPA, CA
ACCOUNTING MANAGER

Education
Bachelor of Business (Administration), Camosun College, 2008; Chartered Accountant, 2011.

Experience
In the financial services business since 2008; formerly with Osborn Watts as an Accountant; former Online facilitator for the CA School of Business from 2013 to 2014; former Online facilitator for the CPA Western School of Business from 2015 to 2016; with Burkett & Co. since 2017.

Treasurer for the Wear 2 Start Society.

Danielle Roer
ACCOUNTING TECHNICIAN

Education
Garbutt Business College (Administration), Medicine Hat, AB; Medicine Hat College (Accounting courses), Medicine Hat, AB; NAIT(Business Administration courses), Edmonton, AB.

Experience
In the financial services business since 1992; former Senior File Technician with Deloitte & Touche; with Burkett & Co. since 2003.

 

Nicole Johal
STAFF ACCOUNTANT

Education
Bachelor of Business Administration (Accounting), Camosun College, 2021.

Experience
Started as a Staff Accountant in 2021.

Doni Hodges
STAFF ACCOUNTANT

Education
Bachelor of Business Administration (Accounting), Camosun College, 2021.

Experience
Started as a Staff Accountant in 2021.

Darleen Schwamm
CLIENT SERVICE COORDINATOR

Education
Bachelor of Business Administration, University of Nuremberg, 2019.

Experience
Started as a Client Service Coordinator in 2022.

Natalia Prenicov
STAFF ACCOUNTANT

Education
Bachelor of Business Administration (Accounting), Camosun College, 2023 (expected).

Experience
Started as a Staff Accountant in 2023.

Yahho Lee
STAFF ACCOUNTANT

Education
Bachelor of Business Administration (Accounting), Camosun College, 2020.

Experience
Started as a Staff Accountant in 2023; former Accountant with Terra Archaeology.

Bailey Kierferle
RECEPTIONIST

Experience
Started as a Receptionist in 2022.