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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more