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 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.
Chuck also is deeply involved in the Orillia area and various community events.
If you have questions about investing, how build your wealth or if you need help with your estate planning or transition into retirement, connect with Chuck at firstname.lastname@example.org or 1-866-472-4722
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Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.