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Chuck Burkett, FCPA, FCA, CFP, TEP

Chuck Burkett is the owner of Burkett & Co. Chuck is responsible for overseeing the quality of the service and advice provided.

Education

  • Bachelor of Commerce (Honours), University of Manitoba, 1981
  • Chartered Accountant Designation, Canadian Institute of Chartered Accountants, 1984
  • In-Depth Tax Course, Canadian Institute of Chartered Accountants, 1987
  • Certified Financial Planner, The Financial Planners Standards Council of Canada, 1998

Professional Experience

  • Deloitte & Touche 1990 to 2000, Director of Tax Services, Tax Partner from 1995 to 2000, Victoria Office Managing Partner from 1998 to 2000.
  • Thorne Riddell (Winnipeg), 1981 to 1989, responsible for the audit, accounting and tax services to a wide range of private companies.

Recent Professional Development Courses & Conferences Attended

  • 2011 CICA - Income Tax Update
  • 2011 CICA - Accounting Standards for Private Enterprises: A Survey of the Standards
  • 2011 CICA - Review Engagements
  • 2011 Canadian Tax Foundation - British Columbia Tax Conference
  • 2010 CICA - Income Tax Update
  • 2010 CICA - Tax Issues in Real Estate
  • 2010 CICA - HST - Planning for Harmonization
  • 2010 CICA - Protecting You Client's Personal Information
  • 2009 CICA - Advanced Tax Planning Strategies
  • 2009 Canadian Tax Foundation - British Columbia Tax Conference
  • 2009 CICA - Income Tax Update
  • 2008 CICA - Income Tax Update
  • 2008 Institute of Corporate Directors - Governance Essentials Program
  • 2007 CICA - Advanced Tax Issues for the Owner-Manager Business
  • 2007 CICA - Income Tax Update
  • 2006 CICA - Income Tax Update
  • 2005 Canadian Tax Foundation - British Columbia Tax Conference

Other Professional Development

  • 2011 Canadian Tax Foundation - BC Tax Conference Co-Panelist - Professional Ethics in a Tax World.
  • 2001 CICA - Tutor for Part II of the in-residence portion of the in-depth tax course.
  • 1996, 1998, 1999 & 2000 CICA - Tutor for Part I of the in-residence portion of the in-depth tax course.
  • 1996 & 1997 CICA - Facilitator for Part 1 and Part II of the home study portion of the in-depth tax course.

Professional Memberships

  • Society of Trust and Estate Practitioners
  • Institute of Chartered Accountants of Manitoba
  • Institute of Chartered Accountants of British Columbia
  • Canadian Tax Foundation
  • Victoria Estate Planning Council
  • Financial Planners Standards Council of Canada

Community Involvement

  • 2013 - Elected to Fellowship of Institute of Chartered Accountants of British Columbia
  • 2012 - The Governor General's Caring Canadian Award Recepient
  • 2012 - Board of Trustees, Lester B. Pearson United World College of the Pacific
  • 2012 - Director, Pearson College of the Pacific Foundation
  • 2012 - President & Honorary Governor, The Victoria Foundation
  • 2011 - Community Service Award Recipient - Institute of Chartered Accountants of BC
  • 2009 & 2010 - Past Chair, The Victoria Foundation
  • 2008 - Board Chair, The Victoria Foundation
  • 2007 - Vice Chair, The Victoria Foundation
  • 2005 & 2006 - Treasurer, The Victoria Foundation
  • 2004 to Date - Board of Directors, The Victoria Foundation
  • 2005 to 2009 - Board of Directors, Arts Sustainability Victoria
  • Past President of the Victoria Estate Planning Council
  • Past President of the Capital City Executives Association

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