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

Meet 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 wealt...
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William (Chip) GreenCFP®, EPC

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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Donna Racco

Client Care Manager

Donna joined Investment Planning Counsel in December 2009 bringing with her a strong customer service background in the financial services industry. She is committed to leading our team and ensuring e...
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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

Administrative Assistant

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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Susan Roddick

Administrative Assistant

Susan joined our team in Spring 2022 and brings over 25 years of experience in the financial services industry. Susan is a graduate of Centennial College of Applied Arts with a diploma in Accounting a...
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Mandy Greenhalgh

Administrative Assistant

Mandy Greenhalgh specializes in Administration with specialties in document execution and completion. She has worked since 2008 as a professional assistant with industry leaders in the automotive fiel...
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Michelle Robitaille

Administrative Assistant

Michelle joined Investment Planning Counsel in January 2022. She brings with her 23 years’ experience in the banking field in various roles with a strong focus on customer relations and administration...
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Sam Battalia


Sam was born and raised in Orillia and was thrilled to have moved back home to join the Burton team in the fall of 2022. After graduating from the University of Guelph with a bachelors degree in Marke...
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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.