Our team
We provide a wide range of professional services to meet your needs. We promise to provide every service with a smile, and to your highest level of satisfaction.
Cathy Burton,
Tax Specialist
Cathy has been in the financial services industry since 1986, taking on a variety of roles, from bank teller to Senior Financial Analyst, to tax specialist. She is analytical, empathetic and resourceful, which helps with supporting clients and enhancing their overall experience.
She provides clients with accurate and timely responses to their questions, particularly with tax inquiries.
Originally from Kitchener, Cathy moved to Drayton with her husband in 1992. They have two daughters and three dogs. Cathy enjoys spending time cooking and giving back to her community. Since 2018, she has been the Treasurer for the Mapleton Chamber of Commerce. She was previously on the executive board for Drayton & District Skating Club, Arthur and Area Skating Club and Community Christian School.
Education & Competencies
Cathy maintains the requirements as a Certified Tax Practitioner.
Bachelor of Environmental Studies (UW), Canadian Investment Funds, Life License Qualification Program, Exempt Market Proficiency
Julianne Burton, Administrative Assistant
Julianne, fondly known as Jules, started in the financial services industry in 2021 as an administrative assistant with a local financial planning firm, She is detail-oriented and takes pride in ensuring everything runs seamlessly. Armed with a Bachelor of Science from the University of Waterloo, she brings a unique blend of analytical thinking and creative problem-solving to her work.
Beyond the office, Jules has a rich tapestry of hobbies that reflect her vibrant personality. Adept at turning yarn into beautiful creations, she finds solace in crochet. Whether tending to her flourishing plants, experimenting with new recipes in the kitchen, setting up camp under the stars, gliding on ice with skates, or catching the wind in her sails, Jules embraces life with enthusiasm. On the scientific side, her fascination with geology and meteorology adds a layer of curiosity and knowledge to her already multifaceted persona.
Nestled in the heart of Drayton, Jules shares her home with her spouse, Dave and a beautiful black cat named Salem.
Education & Competencies
Bachelor of Science (UW)
