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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Grace Szalay

Administrative Director

Grace Szalay has acquired over 43 years of banking administrative experience . She started her career in banking as a teller in a major bank and worked her way up to Assistant Manager of a Trust Compa...
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Helen Long

Administrative Assistant

Helen Long is a Co-Branch Manager working in a team approach to review our transactions and paperwork for accuracy and timelines. Helen has been servicing clients and peers in the financial field for ...
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Gail Farrell

Administrative Assistant

Gail Farrell joined the Burton Team in 2012 after retiring as a teacher for 33 years. As part of the team, Gail prepares public advertisements and literature, and assists the team in all areas of clie...
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Susan Peterson

Administrative Assistant

Susan Peterson started with IPC Orillia in 2004 as our branch receptionist. After a few years, Susan transitioned to the Burton Team to work as an assistant to Ted, Chuck and Chip. Her responsibilitie...
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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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