Finance | THE BURTON TEAM OF INVESTMENT PLANNING COUNSEL

Opening hours

Open Monday - Friday 8:30 AM - 5:00 PM

The Burton Team is a group of professionals and financial advisors who are dedicated in helping Canadians live their financial dreams. Through Investment Planning Counsel, we can work as your personal "Financial Quarterback".

How can we help you Live Your Dream?

Our team has developed an approach called The Personal Wealth Management Strategy which is a comprehensive approach to financial planning that examines all aspects of your finances and provides a road map to achieve your stated objectives.

No one really wants financial planning. What we really want is to achieve our dreams. Our Personal Wealth Management Strategy can help you to achieve that financial independence. A Personal Wealth Management Strategy will look at all aspects of your finances:

- How to lower your borrowing cost

- Maximize your savings

- Properly plan your estate and protect your family

- Build a proper portfolio strategy that is specific to your goals

- Minimize taxation

- Eventually retire or help you to stay retired

What is the benefit of working with The Burton Team?

The number one reason our clients tell us is "Peace of Mind". The financial world is vast, complex and constantly changing. It is a full time occupation simply to stay current. Our clients trust us to be there for them when financial decisions have to be made. Our clients are busy with their own lives and unfortunately, just don't have the time or expertise that is required to stay on top of a wealth management strategy. The goal of financial independence is too important to leave to chance.

 

HELPING FAMILIES BUILD, PROTECT AND TRANSFER WEALTH

To learn how to live your dream, or to set up a complimentary consultation, please contact:

THE BURTON TEAM

 

www.burtonfinancial.com

ADDRESS

  • Orillia

  • 29 West St.

  • ON, L3V 5G2

  • Tel: 705-329-4466

http://www.burtonfinancial.com