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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Laura Durham

Licenced Assistant

Laura Durham joined the Burton Team in May 2018 bringing with her a strong customer service background having previously worked in the financial services industry. Laura enjoys working with people and...
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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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Tanya Robak

Client Experience Specialist

Tanya joined the Burton Team in October 2020. Tanya brings with her 13 years of experience in Client Services and takes pride in providing an effortless experience for the client. Tanya enjoys working...
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Tara Bartlett

Receptionist

Tara joined the Burton Team in 2021. Before joining the team, she worked in the financial services industry. Tara enjoys working with our clients, ensuring they receive exceptional service.
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Melissa Nelson

Administrative Assistant

Melissa joined Investment Planning Counsel in October 2021. Melissa has over 12 years of experience as an administrator in the financial industry. She is fueled by her experience in managing and deliv...
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