IPC Investment Corporation2 

As an independent dealer, IPC Investment Corporation provides a range of investment services through our network of experienced Advisors. Recognizing that each client’s dreams, goals and desires are unique, IPC Investment Corporation has developed a comprehensive planning process to properly evaluate your current financial situation and work toward your objectives. IPC Investment Corporation is a member of the Mutual Fund Dealers Association of Canada (MFDA).

 

 

Chuck Burton

Financial Advisor

chuck.burton@ipcc.ca

Chuck has worked in the financial industry since 1999, bringing many years of knowledge and expertise. His goal is to help families build, protect and transfer their wealth including all aspects of life insurance, estate planning, financial planning and wealth management. Chuck is committed to working with clients to explain complex financial terms, provide sound advice on budgeting and debt consolidation and develop a personalized plan based on their entire financial picture.
When Chuck is not in the office, he is deeply involved with activities in the Orillia area and various community events.
Insurance products available through Chuck Burton
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William (Chip) Green

Financial Planner

chip.green@ipcc.ca

As a Financial Planner, William (Chip) is passionate about building a trusting relationship with his clients and helps families Build, Maintain & Transfer Wealth.
Chip’s background of 15 plus years working at Major Canadian Banks & 9 plus years as an independent Financial Consultant accompanied with his CERTIFIED FINANCIAL PLANNER® designation, Elder Planning Counselor (EPC®) and CARP recommended designations in addition to his Life and Disability Insurance license all combine to provide his clients with the knowledge and professionalism they deserve.
Insurance products available through William Green.
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Laurie Murphy

Financial Advisor

laurie.murphy@ipcc.ca

As an Associate, Laurie enjoys working with clients to achieve their financial goals and dreams. Her dedication and experience in the financial industry allows her to provide the highest level of service and advice.
Laurie joined Investment Planning Counsel in January 2013 and has her Bachelor of Business Administration and brings over 20 years experience in Sales and Marketing. Laurie completed the Investment Funds Institute of Canada course (IFIC) in 2016.
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Donna Racco

Client Experience Team Lead

donna.racco@ipcc.ca

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 each client receives the Total Client Experience.
Donna welcomes every opportunity to chat with our clients and values the relationships she’s built with them.
Away from the office she enjoys time with her family and friends and traveling.
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Tara Bartlett

Client Experience Specialist

tara.bartlett@ipcc.ca

Tara joined Investment Planning Counsel in 2021. She takes great pride in providing a high level of administration support to our Advisors and clients alike to ensure effortless and exceptional service.
Tara is caring, energetic and resourceful individual and is always happy and eager to help.
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Susan Roddick

Client Experience Specialist

susan.roddick@ipcc.ca

Susan joined Investment Planning in 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 and Business Finance. She provides ongoing support to enhance the total client experience and her commitment to clients.
She enjoys traveling, reading and lots of family time with her four grandchildren.
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Mandy Greenhalgh

Client Experience Specialist

mandy.greenhalgh@ipcc.ca

Mandy Greenhalgh works closely with advisors specializing in document execution and completion. She has worked since 2008 as a professional assistant with industry leaders in the automotive field across the country in accounting, clerking & auditing.
Mandy helps facilitate and administrate many of the company’s daily functions in all areas. She is always willing to help with a smile and a thank you when anything is asked of her.
Mandy happily lives a near off-grid lifestyle with her family in a small rural cabin.
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Michelle Robitaille

Client Experience Specialist

michelle.robitaille@ipcc.ca

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 duties.
She was born & raised in Orillia, is proud to be very involved with local youth & junior sports associations, helping out & making community connections. Michelle is eager to assist advisors and clients with a thorough approach and a cheerful attitude.
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Samantha Battalia

Client Experience Specialist

samantha.battalia@ipcc.ca

Sam was born and raised in Orillia and was thrilled to have moved back home to join Investment Planning Counsel in the fall of 2022.
After graduating from the University of Guelph with a bachelor’s degree in Marketing Management, she worked in the Guelph and Waterloo area with experience in sales, marketing, social media, customer service, and administrative work. She is committed to providing great service to all clients she interacts with.
In her spare time, Sam enjoys keeping active and travelling.
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Catherine Lindegaard

Client Experience Specialist

catherine.lindegaard@ipcc.ca

Catherine Lindegaard joined the Investment Planning Counsel team in 2024, bringing over 25 years of administrative experience, primarily in manufacturing. Catherine has a proven track record of building lasting relationships and delivering exemplary customer service.
In her spare time, Catherine enjoys spending time with family and friends and traveling to sunny destinations.
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IPC Securities Corporation1 

Investment Industry Regulatory Organization of Canada (IIROC)

As an independent, full-service investment dealer, IPC Securities Corporation provides a complete range of investment services through our network of experienced Advisors. Well researched and unbiased advice, along with wealth management options tailored to the financial circumstances of each client create a strong base for a long-lasting and successful relationship.

IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund.

 

 

 

Adam Burton

Financial Consultant

adam.burton@ipcc.ca

Adam graduated from Humber College with a specialty in Business Management and Financial Services.
He enjoys the opportunity to help clients choose and implement financial solutions that will impact both their day-to-day lifestyle and future needs. His advice and direction stem from a wide range of industry experience in banking, financial planning, client assistance and property management.
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