Our Team

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...