With over 20 years of experience, our mission is to help Canadians navigate their financial journey with clarity and confidence.

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 Expertise

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.

Our areas of expertise include:

  • Personalized financial planning
  • Pension decisions and retirement income strategies
  • Education savings and RESP guidance
  • Disability tax planning and RDSP support
  • Insurance and risk management
  • Tax-efficient investment strategies
A financial advisor advising an elderly lady

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.

two professional advisors discussing statistics

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.

two professionals in a conversation

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.

Recent posts

Smart strategies for tax-efficient retirement income

Jul 22, 2025 - Date posted

Planning for retirement isn't just about saving money – it's also about withdrawing your savings wisely. Making smart choices about when and how to take money from your accounts can help you pay less tax and make your savings last longer....

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Key person insurance: What it is and why your business might need it

Jul 15, 2025 - Date posted

What would happen if a key person in your business suddenly couldn’t come to work due to illness, injury, or even an unexpected passing....

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How insurance fits into the life of an incorporated professional

Jul 08, 2025 - Date posted

For incorporated professionals, insurance isn’t just about protection – it's about strategy. With the right structure, insurance can go beyond providing for your loved ones....

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Ready to take control of your financial future?

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