Our Team

 

Bringing over 15 years of experience in providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

C.E. (Ted) BurtonEPC

Senior Financial Consultant

C.E.(Ted) Burton utilizes his over 25 years of business experience to help individual clients and families build, maintain and transfer wealth. In November of 2001, Ted joined Investment Planning Coun...
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Chuck BurtonEPC

Senior Financial Consultant

At the Burton Team of Investment Planning Counsel, your family is our focus. In 1999, Chuck Burton joined the Burton Team with the goal of helping families build, protect and transfer their wealth inc...
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William (Chip) GreenCFP®, EPC

Certified Financial Planner®

William (Chip) Green, a member of the Burton Team, IPC Orillia, is in the business of “Helping families Build, Maintain & Transfer Wealth.” His 15 plus years working at Major Canadian Banks & 9 plus y...
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Grace Szalay

Administrative Director

Grace Szalay has acquired over 43 years of banking administrative experience . She started her career in banking as a teller in a major bank and worked her way up to Assistant Manager of a Trust Compa...
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Helen Long

Administrative Assistant

Helen Long is a Co-Branch Manager working in a team approach to review our transactions and paperwork for accuracy and timelines. Helen has been servicing clients and peers in the financial field for ...
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Gail Farrell

Administrative Assistant

Gail Farrell joined the Burton Team in 2012 after retiring as a teacher for 33 years. As part of the team, Gail prepares public advertisements and literature, and assists the team in all areas of clie...
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Linda Burton

Administrative Assistant

Linda Burton is an assistant branch manager/administrative assistant. She joined the Burton Team in February of 2004 on a part time basis. She brings with her twenty-five years of banking and customer...
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Susan Peterson

Administrative Assistant

Susan Peterson started with IPC Orillia in 2004 as our branch receptionist. After a few years, Susan transitioned to the Burton Team to work as an assistant to Ted, Chuck and Chip. Her responsibilitie...
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Our Consultants

 

Rana Chauhan 

Chief Investment Strategist
Counsel Portfolio Services

IPC Investment Corporation

Rana Chauhan is the Chief Investment Strategist for Counsel Portfolio Services. As Chief Investment Strategist, Rana maintains a close relationship with...
all of Counsel’s investment specialists allowing him to keep his finger on the market’s pulse and on global economic developments. He is responsible for helping Advisors understand how economic and market events impact their clients’ investments. Rana also provides research and development support to Advisors. Acting as an institutional conduit to Counsel’s sub-advisors, he hosts due diligence sessions with Advisors and selected investment specialists. As host of Counsel’s quarterly Market Monitor Audiocasts, Rana gets market perspectives from Counsel’s investment specialists, asking the questions that are on the minds of investors. Rana was instrumental in the creation of Counsel Portfolio Services. He was previously the Investment Strategist for Investment Planning Counsel Inc., prior to which he had spent two years as a Canadian Equity Analyst with a Municipal Pension Fund, and two years as an International Equity Analyst with a U.S. Bank. He has been involved in the investment industry since 1987. Rana is a member of Counsel’s Product and Investment Committees and a graduate of Medical Physics from University of London in England.
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Adam R. Burton, CFP, CIM, FMA

Financial Consultant

IPC Securities Corporation

Adam Burton graduated from Humber College Business Management Financial Services Program in 2000... 
He spent two years with a major Canadian bank as a personal banker and then transitioned to the financial planning division of the Canadian Medical Association for two years as a client assistant/financial planner. From 2005 to Fall 2014, Adam returned to his family’s property maintenance business. In this capacity, Adam learned the responsibility of managing all the duties of a mid-sized business.
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Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effects of their efforts are always rewarding.