At Ross Taylor Financial Corporation,

We provide comprehensive financial advice tailored to your unique goals and life stage. Whether you're planning for retirement, growing your investments, or securing your family’s future, our experienced team is here to guide you every step of the way.

We believe in a holistic approach to financial planning that integrates investment solutions, insurance planning, and comprehensive support that adapts as your needs evolve through every stage of life.

Understanding your unique circumstances is the foundation of the personalized, practical solutions we provide, empowering you to:

Protect what matters most

Plan with clarity and confidence

Maximize your long-term financial potential

Our Services

We’ve been serving clients across Canada for more than 20 years. Based in Ontario and supporting individuals and families nationwide, we’re committed to delivering personalized financial advice that fits your life and goals.

Insurance Planning

Insurance Planning

Protect what matters most. From life to disability to critical illness coverage and more, we help you choose the right protection to support your family and safeguard your future – through every stage of life.

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Investment Planning

Investment Planning

Your goals, your timeline, your strategy. We design investment plans that grow with you – balancing risk, reward, and tax efficiency – so you can invest with clarity and confidence.

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Financial Planning

Financial Planning

Clear advice. Real strategy. We build personalized financial plans rooted in your values, giving you a roadmap for every stage of life – from building wealth to retirement and beyond.

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Recent posts

The family CFO: When one sibling takes the lead

Feb 17, 2026 - Date published

The “Family CFO” role usually forms with good intentions. Someone needs to organize the details, and one person is usually willing and able to do it. But the greatest challenge is that this work is often unseen....

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Why grandparents are buying life insurance for their grandkids

Feb 17, 2026 - Date published

When it comes to supporting their grandchildren, more and more grandparents aren’t giving cash, but are choosing a different option: life insurance....

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Your business gives you income, but can it give you time?

Feb 10, 2026 - Date published

Many business owners find that their business provides a good living, but it doesn’t always provide much space or time. Fortunately, proper planning can help balance both....

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Ready to take control of your financial future?

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