EOVI Business Hardball Series: Max your Tax Savings, Trusts & Estates

Welcome to the EOVI Business Hardball Series: Max your Tax Savings, Trusts & Estates event!

Join us on Wed May 22 2024 at 12:00 PM at Herald Street Brew Works for a fun and informative session as financial expert Kevin Burkett of Burkett Asset Management shares about how you can maximize your tax savings, trusts & estates.

Don't miss out on this opportunity to level up your financial knowledge

About the Expert

Kevin Burkett CPA CA CFA is a Portfolio Manager and Partner at Burkett Asset Management & Burkett Chartered Professional Accountants.

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 2014.

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.

Event Venue & Nearby Stays

Herald Street Brew Works, 506 Herald Street, Victoria, Canada