Business Details
Your Trusted Partner for Comprehensive Financial Solutions
Ross Taylor Financial has been delivering comprehensive financial advisory services to clients across Canada for over two decades. Our team of certified professionals specializes in creating personalized financial strategies that evolve with clients' changing life circumstances. We integrate investment management, insurance solutions, and retirement planning into cohesive frameworks designed to protect assets, optimize growth, and achieve long-term objectives. With advisors holding prestigious designations like Certified Financial Planner and Registered Deposit Agent, we combine technical expertise with a client-centered approach. Our commitment to ongoing education ensures we remain at the forefront of industry developments, while our transparent communication fosters lasting trust.We prioritize understanding each client's unique financial landscape to develop practical solutions that align with their values and aspirations. Our administrative team supports seamless service delivery through efficient account management and client coordination. By maintaining a balance between innovation and tradition, we help clients navigate complex financial decisions with confidence. Our track record of consistent service excellence has established us as a trusted partner in financial planning across Canada.
Services
Insurance Planning
Investment Planning
Financial Planning
Pension Commuting
RDSP Guidance
Highlights and features
- We offer 25+ years of combined experience in financial planning and investment management
- Our team includes Certified Financial Planners with specialized industry designations
- We implement personalized financial strategies tailored to individual life circumstances
- Our holistic approach integrates insurance, investments, and retirement planning
- We provide nationwide service with local market expertise in Ontario
Services
Insurance Planning
We help clients select appropriate life, disability, and critical illness coverage to protect their families and assets. Our approach balances comprehensive protection with cost-effectiveness, ensuring clients maintain financial security through different life stages while optimizing policy benefits.
Investment Planning
Our investment strategies focus on risk management, tax efficiency, and long-term growth. We create customized portfolios aligned with clients' financial goals and risk tolerance, regularly reviewing and adjusting strategies to maintain optimal performance in changing market conditions.
Financial Planning
We develop personalized financial roadmaps covering wealth accumulation, retirement planning, and estate strategies. Our holistic approach integrates all aspects of clients' financial lives, providing clear guidance to achieve both short-term objectives and long-term security.
Pension Commuting
We assist clients in making informed decisions about pension plan options and commuted values. Our analysis considers tax implications, investment opportunities, and retirement income needs to maximize financial benefits while ensuring long-term stability.
RDSP Guidance
We provide specialized guidance for Registered Disability Savings Plans, helping families maximize government grants and bonds. Our approach ensures long-term financial security for individuals with disabilities while optimizing available tax advantages and investment growth.
People
Jonathan Taylor
Certified Financial Planner
With 25+ years of experience, Jonathan holds CFP and RDA designations. He specializes in retirement planning and investment management, helping clients create tailored financial strategies that adapt to changing life circumstances while maintaining tax efficiency.
Fraz Mirza
Insurance Advisor
Fraz focuses on investment and insurance solutions, holding RDA designation and completing advanced financial courses. He helps clients build financial security through strategic planning, emphasizing trust-building and personalized advice to achieve long-term objectives.
Clara Piva
Administrative Support
Clara has provided administrative support since 2021, coordinating schedules and managing client communications. Her organizational skills ensure smooth operations and efficient client service delivery for the advisory team.
Christine Puto
Client Service Associate
Christine brings 25+ years of financial services experience, assisting with investment transactions. Her industry knowledge and client-focused approach ensure efficient account management and personalized support for clients' financial needs.
Deborah Taylor
Office Manager
Deborah oversees office operations and client account servicing with 10+ years of experience. Her dual qualifications in investment funds and insurance enable comprehensive client support while maintaining operational excellence.
Questions
What financial services do you specialize in?
We specialize in insurance planning, investment management, retirement strategies, pension commuting, and RDSP guidance, providing comprehensive solutions tailored to individual financial goals.
How do you personalize financial plans?
We conduct detailed assessments of clients' financial situations, goals, and risk tolerance to create customized strategies that evolve with changing life circumstances and market conditions.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners, Registered Deposit Agents, and professionals with advanced financial industry certifications ensuring expert, qualified advice.
Do you serve clients outside Ontario?
Yes, we provide financial advisory services to clients nationwide across Canada from our Niagara Falls base.
How can I schedule a consultation?
Contact us via phone or email to book in-person, phone, or virtual meetings during regular business hours or by appointment.
