TSX edges up and adds to record high while U.S. markets lose ground
August 11, 2026 - Canadian equities hold near record highs as earnings optimism, trade tensions and shifting inflation and rate…
S&P/TSX composite up in Wednesday trading, U.S. stock markets also higher
July 16, 2026 — Burkett Asset Management examines muted market reaction as steady rates, inflation signals and geopolitics shape investor…
Canadian and U.S. stock markets rally on hopes for U.S.-Iran deal
June 11, 2026 - Markets rally as Iran tensions ease, while Burkett Asset Management highlights shifting risk sentiment, oil moves…
Apotex Health shares jump in largest Toronto stock market IPO since 2021
June 10, 2026 - Apotex’s strong TSX debut highlights renewed access to public capital markets and expands investor exposure beyond…
$500 Million: A Milestone Built on Trust
June 1, 2026 - Burkett Asset Management surpasses $500 million in assets under management, highlighting long-term growth, client trust, and…
Laurentian reports weak Q2 earnings
May 29, 2026 - Kevin Burkett, portfolio manager at Burkett Asset Management, joins BNN Bloomberg to discuss the Canadian markets.
Why this money manager is buying Constellation Software and sold Intercontinental Hotels Group
May 29, 2026 - Burkett Asset Management highlights durable businesses, selective bond opportunities and disciplined portfolio positioning amid shifting markets.
Canadian and U.S. stock markets rally on hopes of deal to end war in the Middle East
May 6, 2026 - Markets rally and oil prices fall as easing Iran tensions reshape inflation expectations and support lower…
S&P/TSX composite ends week slightly negative, while tech buoys U.S. markets
April 24, 2026 - TSX edges lower as oil volatility contrasts with U.S. tech strength, reflecting market expectations of easing…
Asset Location: Where You Invest Matters as Much as What You Invest In
April 15, 2026 - How aligning investments and taxes can improve long-term, after-tax outcomes.
Canada, U.S. stock markets rise amid softer increases in the price of oil
March 5, 2026 — Markets rebound as oil stabilizes near mid-US$70s, while geopolitical uncertainty and rising energy prices continue shaping…
S&P/TSX composite ends flat on Wednesday, U.S. stock markets lower
February 13, 2026 - Markets tread water as tech weakness drags Canada while strong U.S. jobs data tempers rate-cut odds…
Ontario is proposing a new class of mutual funds. Investor advocates warn the risk may not be worth the reward
February 10, 2026 - Ontario’s push to open retail mutual funds to private assets raises liquidity, fee and governance risks…
Are concerns for software stocks overblown?
February 6, 2026 - Kevin Burkett, president of Burkett Asset Management, joins BNN Bloomberg about how there could be opportunity…
Transitioning Your Account with Confidence
January 30, 2026 - Burkett outlines flexible ways to transition from cash to a portfolio, balancing market history with client…
TSX closes down recovering some of the losses of the day as Wall Street tech losses spill over, mining stocks retreat
January 29, 2026 — Canada’s TSX slips as Wall Street tech weakness and falling metals weigh on miners, while energy…
S&P/TSX composite rises amid market rotations, while U.S. stocks move lower
January 14, 2026 — Canadian markets rise as resource strength offsets tech weakness, highlighting sector rotation amid macro pressures and…
Tech stocks weigh on Canadian, U.S. markets while pot stocks surge
December 12, 2025 — Markets pull back as AI-driven technology stocks faced valuation scrutiny, Canadian tech saw U.S. spillover pressure,…
Reflections from Japan and the Global Investment Landscape
December 3, 2025 - Our trip to Tokyo reinforced that Japan’s unique blend of demographic challenges, industrial resilience, and emerging…
Do Registered Accounts Make Sense for Business Owners?
November 19, 2025 - Burkett & CO. explains how corporate structures often outperform RRSPs and TFSAs for business owners, offering…
Basic materials stocks lift S&P/TSX composite, while U.S. markets post mixed results
November 12, 2025 — Canadian stocks hit record highs as materials earnings offset oil-driven energy dispersion, while U.S. markets stay…
2025 Federal Budget Observations
November 6, 2025 - Burkett & CO. comments on the latest tax and policy changes that will affect individuals and…
Cenovus delays MEG Energy shareholder vote of takeover offer
October 21, 2025 — MEG shareholder vote on a Cenovus takeover is postponed amid insufficient support, highlighting valuation concerns in…
What is the Role of the Custodian
October 20, 2025 - When it comes to your investments, peace of mind starts with knowing exactly where your assets…
Outlook for markets looks precarious: Burkett
October 17, 2025 - Kevin Burkett, president of Burkett Asset Management, joins BNN Bloomberg to discuss the outlook for the…
Stock market rally takes a pause as gold prices top US$4,000 per ounce
October 7, 2025 — Canadian stocks slip as gold hits records and tech pauses, reflecting elevated global risk and cautious…
Energy deals help push S&P/TSX composite higher, U.S. stock markets reach new highs
September 9, 2025 - Canadian equities edge higher on energy M&A activity, while U.S. markets reach records amid expectations of…
Cenovus floated as potential competing bidder for hostile takeover target MEG Energy
July 25, 2025 - Speculation around MEG’s strategic review highlights oilsands consolidation as asset value and operational synergies drive M&A…
S&P/TSX composite closes lower on Thursday, U.S. markets mixed
July 24, 2025 - Canadian stocks slip as materials and cyclicals weaken, while stock-specific news and tariff uncertainty drive mixed…
S&P/TSX composite loses steam through the trading day, U.S. stock markets mixed
July 21, 2025 - Canadian stocks edge higher as defensive sectors signals caution, while mixed U.S. markets reach records amid…
How Canada’s oil sands transformed into one of North America’s lowest-cost plays
July 16, 2025 - Canadian oil sands producers gain cost leadership through technology and scale, remaining resilient amid lower oil…
S&P/TSX composite closes up almost 200 points, U.S. markets closed for holiday
May 26, 2025 - Canadian stocks jump on tech and industrial gains as investors weigh rate outlook, tariff risks and…
This money manager used the April downturn to buy defensive stocks
May 9, 2025 - Portfolio strategy shifts toward defensive stocks as volatility and tariffs reshape allocations, emphasizing stable cash flows…
Markets react to trade deal between U.K. and U.S.
May 8, 2025 - Kevin Burkett, portfolio manager at Burkett Asset Management, shares his analysis on the market's reaction to…
Canada’s Cenovus Energy beats Q1 estimates on higher output
May 8, 2025 - Cenovus shares rise as higher output and stronger refining margins offset lower profit, highlighting operational momentum…
Amid market turbulence, money managers lean on defensive bets
April 10, 2025 - Defensive strategies take center stage as tariff-driven volatility rattles markets and investors search for opportunity.
‘Now what?’: North American stock markets sink for second day on tariff fears
April 4, 2025 - Global stocks slide as tariff escalation fuels recession fears, driving sharp selloffs across Canadian and U.S.…
Fool Me Once: The Cost of Carney–Trudeau Tax Games
March 31, 2025 - A proposed capital gains hike triggers early asset sales, inflates short-term revenues, then is scrapped, exposing…
Canadians who sold assets based on proposed capital gains tax changes left to deal with the consequences
March 31, 2025 - Canadians who rushed to realize capital gains face unintended tax costs after Ottawa scraps a proposed…
RBC investors weigh growth plans as US trade feud worsens
March 26, 2025 - RBC investor day spotlights growth strategy, capital deployment and U.S. exposure as trade tensions complicate expansion…
Outlook on volatility in Canadian market
March 24, 2025 - Kevin Burkett, president of Burkett Asset Management, shares his analysis on the ongoing volatility in the…
S&P/TSX composite index down Tuesday after inflation report, U.S. stocks also fall
March 18, 2025 - Canadian stocks fall as tech and industrials slide, while tariff uncertainty and rising inflation drive rotation…
Market Factors: For many, ‘Buy Canadian’ is a bridge too far when it comes to stocks
March 12, 2025 - Buy Canadian sentiment shapes spending, but portfolios stay global as investors weigh diversification, valuations and political…
Canada’s big banks push for reforms in Ottawa to confront tariff risks
February 28, 2025 - Canada’s big banks press for fewer trade barriers and regulatory reform as tariff risks cloud the…
Posthaste: Market hits and misses in a record-breaking year
December 24, 2024 - Markets cap a strong year led by U.S. tech and banks, while resources lag, telecoms struggle…
Tech stocks help S&P/TSX composite climb as Trump tariff threats fail to shake market
January 24, 2025 - Canadian stocks extend gains on tech and financials as investors remain resilient amid tariff threats and…
Graham Clarke Group acquires Oak Bay Marine Group, expanding its British Columbia Marine presence
January 16, 2025 - Burkett & Co. served as financial advisor to the Oak Bay Marine Group.
S&P/TSX composite up almost 150 at closing, U.S. markets also higher
December 23, 2024 - Canadian stocks edge higher in light holiday trading as political shifts and macro uncertainty keep investors…
S&P/TSX composite up 1.2%, U.S. markets also climb after promising economic data
November 8, 2024 - Canadian stocks dip as energy weakens, while U.S. markets rally on post-election bets and investors weigh…
Understanding the Difference Between Successor Holders, Successor Annuitants, and Beneficiaries for RRIFs, RRSPs, and TFSAs
November 5, 2024 - Burkett Asset Management Limited explains the difference between successor holders, successor annuitants, and beneficiaries.
BRP looks to sell marine businesses, ‘double down’ on powersports: CEO
October 17, 2024 - BRP moves to sell its marine brands, refocusing on core powersports as higher rates and softer…
Burkett Asset Management Enhances Client-Experience and Back Office Operations with d1g1t’s Enterprise Wealth Management Platform
September 9, 2024 - Burkett Asset Management Limited ("Burkett"), a Victoria-based firm managing more than $300 million in institutional and private client assets…
S&P/TSX composite up 1.2%, U.S. markets also climb after promising economic data
August 15, 2024 - Canadian stocks dip as energy weakens, while U.S. markets rally on post-election bets and investors weigh…
Advisor explains subdued market reaction to BoC cut – Kevin Burkett brings nuance to a conversation that has many clients and analysts expecting a dramatic change
June 6, 2024 - Markets absorb a widely priced-in rate cut, shifting focus to gradual policy paths, bond returns, and…
S&P/TSX composite index weighed down by energy, U.S. markets rise
June 4, 2024 - Stocks fall as energy weakens ahead of a Bank of Canada rate decision, while markets parse…
S&P/TSX composite posts new record Thursday, U.S. markets also rise
May 9, 2024 - Canadian stocks hit a record as energy and telecoms lead, while cautious earnings guidance shapes investor…
CRA reassessing charges for late trust filing after issuing penalties in error
May 9, 2024 - CRA error issues late-filing penalties on trust returns, adding to confusion after bare trust reversals and…
Budget 2024: To trigger, or not to trigger, capital gains
May 3, 2024 - Burkett & Co. comments on the recent changes to the capital gains inclusion rate and the…
Four housing credits and rebates to put money back in homeowners’ pockets
March 21, 2024 - Home purchase and renovation tax credits create planning opportunities, with focus on accessibility, multigenerational, buyer and…
Why the CRA’s bare trusts ‘fiasco’ has made advisors’ lives more difficult
April 19, 2024 - CRA’s late reversal on bare trust filings creates confusion, strains advisor trust, and raises concerns about…
Bare trusts exempt from new reporting rules for 2023, CRA says
March 28, 2024 - CRA exempts bare trusts from 2023 reporting, easing compliance after backlash over complex rules and last-minute…
Why this money manager is buying Intact and selling Choice Properties REIT
April 12, 2024 - A disciplined investment approach emphasizes buying high-quality companies, balancing stocks and bonds while redeploying capital as…
S&P/TSX composite makes moderate gain after rate decision, U.S. markets also rise
March 6, 2024 - Markets edge higher as the Bank of Canada holds rates, signals caution on cuts, and housing…
Your CPP questions answered: If you’re receiving survivor benefits, is there a good time to take your own CPP?
February 20, 2024 -CPP survivor and death benefits are outlined, highlighting payout differences, limits, and how retirement timing affects total…
Markets continue recovery from mid-week selloff as S&P 500 notches new all-time high
February 15, 2024 - Markets rise on energy strength as inflation data tempers rate-cut expectations, underscoring volatility and pricing power…
Trust us: You don’t want to be caught off guard by new reporting rules
January 26, 2024 - Burkett & Co. comments on the Canada Revenue Agency (CRA) updated tax requirements for trusts.
“It’s clearly not an investment,” advisors weigh in on the impact of US bitcoin ETFs
January 17, 2024 - U.S. bitcoin ETF approval lifts attention, while advisors frame bitcoin as speculative, driven by supply and…
Under the hood of the Underused Housing Tax (UHT)
January 3, 2024 - Burkett and Co comments on the underused Housing Tax and what it can mean to you.
Markets reverse in mid-afternoon slump, TSX loses more than one per cent Wednesday
December 20, 2023 - Markets pull back after a strong rally as investors reassess rate-cut expectations amid central bank caution…
S&P/TSX composite down, led by energy and base metals; U.S. markets also in the red
December 4, 2023 - Markets ease as energy and metals slide, bonds retrace November gains, and optimism around early rate…
A bespoke approach to tax loss selling
November 30, 2023 - Year-round tax loss selling focuses on portfolio context, rule awareness, and fixed income opportunities while staying…
HISA ETFs might not be dead yet
November 1, 2023 - OSFI’s new liquidity rule reshapes HISA ETF yields, prompting reassessment of cash alternatives, risk, and portfolio…
The New Tax-Free First Home Savings Account
April 5, 2023 - The new tax-free First Home Savings Account is examined for its structure, benefits, and role in…
We’re still dealing with Covid-era distortions in tech fundamentals: Portfolio manager Kevin Burkett
July 24, 2023 - Burkett flags stretched tech valuations, earnings concentration, election risk for megacaps, and rate hikes weighing on…
S&P/TSX composite moves lower Thursday despite energy gains, U.S. stock markets down
July 13, 2023 - Canadian stocks slip as tech weakness offsets energy gains, highlighting a late-summer shift from growth to…
Why the FHSA isn’t just a homeownership game-changer
July 26, 2023 - The FHSA gains attention as a flexible planning tool, blending RRSP and TFSA features with new…
S&P/TSX composite up more than 200 points, U.S. stock markets also rise
August 17, 2023 - Canadian and U.S. markets rise as easing inflation fuels risk-on sentiment, lifting tech and cyclicals while…
Four overlooked deductions to include in tax returns
April 5, 2023 - Overlooked tax deductions, from spousal RRSPs to investment fees and moving costs, can materially lower taxable…
Canadian banks buoyed by mortgage boom look to spur other loans
November 29, 2021 - Canadian banks face scrutiny as housing-led growth peaks, with investors watching loan diversification, credit quality and…