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Chuck Burkett, CA, CFP, TEP
Chuck Burkett is a co-owner of Burkett & Abercrombie. Chuck is responsible for overseeing the quality of the service and advice provided to you.
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
- 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
- 2004 CICA - Income Tax Update
- 2004 CICA - Workshop on the New Independence Rules
- 2004 CICA - Complying with New Privacy Laws
- 2004 Canadian Tax Foundation - Prairie Tax Conference
- 2003 CICA - Audit & Accounting Practice Update
- 2003 Pacific Business & Law Institute - The New BC Corporations Act
- 2002 CICA - Income Tax Update
- 2002 Canadian Tax Foundation - Prairie Tax Conference
- 2001 Canadian Tax Foundation - British Columbia Tax Conference
- 2001 CICA - Advanced Tax Planning Techniques
- 2001 CICA - Review and Compilation Engagements
- 2000 Canadian Tax Foundation - British Columbia Tax Conference
Other Professional Development
- 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
- 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 Date - Board of Directors, Arts Sustainability Victoria
- Past President of the Victoria Estate Planning Council
- Past President of the Capital City Executives Association