Experienced. Dedicated. Here for you.

Jonathan Taylor, CFP, RDA

Certified Financial Planner®, Registered Deposit Agent

Investment Representative

Jonathan is a Certified Financial Planner® (CFP) with more than 25 years of experience specializing in investment management and retirement planning. He helps individuals and families create tailored financial strategies that align with their unique needs, priorities, and aspirations. With a client-focused approach, Jonathan works to simplify complex financial decisions, enabling clients to make informed choices that align with their long-term goals.

Starting his career in 1992 as an insurance and investment advisor, Jonathan has earned his Certified Financial Planner® (CFP) and Registered Deposit Agent (RDA) designations. He is licensed as a Life and Accident & Sickness Insurance Agent in Ontario, British Columbia, Alberta, Saskatchewan, and Manitoba, and is registered to offer Mutual Funds in several provinces.

Passionate about building long-term relationships, Jonathan is dedicated to guiding clients toward tax-efficient, personalized solutions that align with their financial objectives. For a comprehensive financial strategy tailored to your goals, contact Jonathan to schedule a professional consultation and start your journey toward financial success.

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Fraz Mirza, RDA

Insurance Advisor, Registered Deposit Agent

Investment Representative

Fraz is passionate about guiding clients in crafting their own financial success stories. His approach focuses on helping clients invest and save wisely, navigate the complexities of the market, and strategically use insurance to safeguard the things that matter most. He places the highest value on trust, working diligently to earn and maintain his clients’ confidence.

Fraz has completed the Canadian Investment Funds Course (IFSE) and the Life License Qualification Program (IFSE). He holds a Life and Accident & Sickness Insurance license and is registered to offer mutual funds. Additionally, he is a Registered Deposit Agent, offering clients a well-rounded approach to investment, insurance, and banking solutions.

Dedicated to offering personalized financial advice, Fraz blends industry expertise with a client-focused approach to guide you toward making informed financial decisions and achieving long-term success. He is currently accepting new clients and looks forward to helping you reach your financial goals. For additional insights, you can follow Fraz on social media.

Administrative team

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.

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

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

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.

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.

What to expect when working with us

  • Certified financial experts with deep industry experience.
  • Responsive, down-to-earth service that puts your needs first.
  • Clear, effective communication to keep you informed.
  • Ongoing guidance to keep your financial plan aligned with life’s changes.

No matter what your financial goals are, our team is here to guide you, every step of the way.

Ready to work together?