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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Bruce MannEPC, CHS

Senior Financial Consultant

Bruce has over 25 years experience working in the financial industry. Bruce’s commitment to ongoing courses and seminars attest to his dedication in keeping informed, enabling him to better help you a...
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Donna Racco

Client Relations Manager

Donna joined Investment Planning Counsel in December 2009. Donna is committed to providing The Total Client Experience. She brings with her a strong customer service background. Donna provides cheerfu...
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Laurie MurphyBBA

Licensed Assistant

Laurie joined Investment Planning Counsel in January 2013. She has her Bachelor of Business Administration and brings over 20 years experience in Sales and Marketing. Laurie completed the Investment F...
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Tara Bartlett

Client Experience Specialist

Tara joined the Burton Team in 2021. Before joining the team, she worked in the financial services industry. Tara enjoys working with our clients, providing them with an effortless experience and exce...
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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 graduated from Humber College with a speciality in Business Management and Financial Services.
He enjoys the opportunity to help clients choose and implement financial solutions that will impact both their day-to-day lifestyle and future needs. His advice and direction stem from a wide range of industry experience in banking, financial planning, client assistance and property management.
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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.