Rooted in experience. Built on relationships.

We’ve spent decades helping people move forward with clarity and confidence. What began as one advisor’s commitment to doing right by his clients has grown into a multi-generational firm with deep roots and a forward-thinking approach.

Our story

Our story began in 1972, when Ross Taylor entered the financial services industry in Thunder Bay. By 1974, he was leading others as a branch manager for the Mutual Group in Niagara. But in 1986, Ross made a defining decision – to leave management and return to what he loved most: working directly with people to help them plan their futures. In 1993, Ross and his son Jonathan launched a family business built on trust, which formally became Ross Taylor Financial Corporation in 1999.

Since Ross’s retirement in 2007, Jonathan has led the firm – growing the team and expanding our services while staying true to the values of honesty, clarity, and care that defined our beginnings.

Today, we proudly serve individuals, families, and business owners with personalized advice and long-term perspective – offering trusted guidance our clients have relied on for generations.

Our team

Headshot of Jonathan

Jonathan Taylor

CFP®, RDA

Certified Financial Planner™, Registered Deposit Agent
Investment Representative

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Headshot of Fraz

Fraz Mirza

RDA

Insurance Advisor, Registered Deposit Agent
Investment Representative

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Administrative team

Deborah Taylor

Deborah Taylor

Licensed Associate

Deborah is a Client Service Associate and Office Manager at Ross Taylor Financial Corporation, where she provides key administrative support, assists with client account servicing, and oversees office operations. Since joining the company in 2014, she has gained extensive experience in the financial services industry. Deborah has completed the Canadian Investment Funds Course (IFSE) and the Life License Qualification Program (IFSE). These qualifications allow her to assist clients with investment transactions including segregated fund transactions.

Christine Puto

Christine Puto

Licensed Associate

Christine is a Client Service Associate at Ross Taylor Financial Corporation, where she provides comprehensive administrative support to advisors and plays a key role in the servicing of client accounts. She joined the team in 2017 and brings over 25 years of experience in the financial services industry. Christine has completed the Canadian Investment Funds Course (IFSE) enabling her to assist clients with investment transactions.

Melissa Voogt

Melissa Voogt

Licensed Associate

Melissa is a Client Service Associate at Ross Taylor Financial Corporation, offering valuable administrative assistance to advisors and contributing significantly to the servicing of client accounts. She became part of the team in 2018 and has since been an integral member. Melissa has completed the Canadian Investment Funds Course (IFSE), enabling her to assist clients with investment transactions.

Danielle Sider

Danielle Sider

Licensed Associate

Danielle is a Client Service Associate at Ross Taylor Financial Corporation, where she provides essential administrative support to advisors and plays an active role in servicing client accounts. Since joining in 2024, she has established herself as a valuable team member. Danielle has completed the Canadian Investment Funds Course (IFSE), enabling her to assist clients with investment transactions.

Clara Piva

Clara Piva

Administrative Support

Clara is an Administrative Assistant/Receptionist at Ross Taylor Financial Corporation, offering administrative support to advisors and aiding in the servicing of client accounts. Since joining in 2021, she has been instrumental in streamlining operations by efficiently coordinating schedules, managing communications, and preparing documents. Clara plays a crucial role in ensuring the team runs smoothly and provides exceptional service to clients.

Why work with us

  • More than 20 years of trusted experience
    With more than two decades of history – and roots going back over 50 years – you can count on the depth, stability, and wisdom that only experience can bring.
  • Personalized, clear, and straightforward advice
    We take the time to understand your goals and communicate strategies in a way that’s easy to follow, so you can move forward with confidence and clarity.
  • Transparent, people-first approach
    Our planning is guided by honesty, empathy, and long-term relationships – never sales quotas or one-size-fits-all solutions.
  • A dedicated team that supports you every step of the way
    From your first meeting through every milestone and decision ahead, our team is here to provide consistent, thoughtful guidance tailored to your evolving needs.

Ready to take control of your financial future?