Invest with intention. Grow with confidence.

At Ross Taylor Financial Corporation, we believe effective investing starts with understanding your goals, risk comfort, time horizon, and the life you're building. That understanding forms the foundation of a personalized strategy designed to support your long-term financial success.

Whether you're saving for retirement, purchasing your first home, funding education, or drawing income in retirement, we’ll help you create an investment plan that evolves with you. Our focus is on building a strategy you can trust – one that balances growth, protection, and tax efficiency at every stage of life.

Who we help

Our investment planning supports:

  • Young professionals building long-term wealth through strategic saving and smart account choices.
  • Families planning for education, home ownership, and future goals.
  • Pre-retirees looking to optimize tax and income strategies in the final years of saving.
  • Retirees seeking steady, sustainable income and protection of principal.
  • Canadians managing complex planning needs, such as pensions, disabilities, or multigenerational goals.

Investment solutions we offer

Smart, diversified investment options that match your goals and comfort level:

  • Mutual funds: Professionally managed portfolios for balanced, diversified growth.
  • Segregated funds: Insurance-based investments with built-in guarantees and estate benefits.
  • Guaranteed investment certificates (GICs): Low-risk, fixed-rate options that help preserve capital.
  • Guaranteed investment options (GIOs) and accounts (GIAs): Insurance-backed investments with probate, tax, and protection advantages.

Types of investment accounts

We help you choose the right mix of registered and non-registered accounts to support your goals while optimizing for taxes, access, and flexibility:

Account type Description
TFSA (Tax-free savings account) Grow your investments tax-free, with no tax on withdrawals.
RRSP (Registered retirement savings plan) Defer taxes today and grow wealth for retirement.
LIRA (Locked-in retirement account) Preserve and grow pension funds.
RRIF / LIF (Registered retirement income fund / Life income fund) Provide retirement income from existing savings.
FHSA (First home savings account) Tax-advantaged saving for your first home.
RESP (Registered education savings plan) Maximize government grants and prepare for future education.
RDSP (Registered disability savings plan) Long-term savings support for individuals with disabilities.
Non-registered accounts Flexible investment accounts without contribution limits.


We’re here to help you make informed choices as your life evolves. With proactive reviews and hands-on guidance, your investment plan stays aligned with what matters most.

Ready to take control of your financial future?