William (Chip) Green, CFP®, 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 years as an independent Financial Consultant accompanied with his Certified Financial Planning (CFP®), Elder Planning Counselor ( EPC ) and CARP recommended designations as well as his Life and Disability Insurance license all combine to provide his clients with the knowledge and professionalism they deserve.

Securing your Family's Future

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.