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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