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

Increase your financial well-being with the power of financial literacy

Nov 04, 2025 - Date published

Financial literacy is having the skills, knowledge and behaviours that allow you to make informed decisions about money. In today’s world, being financially literate isn’t just useful – it's vital....

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When optimism fades: Why a plan can make all the difference in retirement

Oct 28, 2025 - Date published

The rising cost of living, shifting expectations about retirement, and worry about whether or not savings will last are all contributing to decreased optimism about retirement. The good news? There’s a clear path forward, and it starts with a plan....

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Philanthropy: A powerful tool to create lasting impact

Oct 21, 2025 - Date published

It’s a win-win: Philanthropy can help you create a lasting legacy and improve lives, all while optimizing your financial strategy....

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Ready to take control of your financial future?

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