Crafting Tomorrow’s Security Today

Customized Finance & Insurance Planning

Ross Taylor Financial Corporation is an independent financial services firm dedicated to helping individuals and families achieve their financial goals and build greater financial confidence. Specializing in financial planning, investments, and life & health insurance, we offer a wide range of services designed to meet the unique needs of each client. Our experienced team collaborates closely with clients to develop personalized strategies that align with long-term objectives and safeguard what matters most.

Located in Niagara Falls, Ontario, Ross Taylor Financial Corporation is committed to delivering comprehensive advice and dependable solutions with the highest level of integrity and service. Whether you’re planning for retirement, growing your investments, or securing your family’s future, we are here to support you every step of the way, helping you feel more confident in your financial decisions.

Our Services

Many people will offer you advice on which investments to buy. But there’s more to your financial life than your RRSP. Estate taxes, income taxes and…

Proper analysis is vital to ensure that you aren’t paying too much for insurance and that you have the correct type of insurance for your needs. The…

Careful portfolio analysis is necessary to ensure that you have the correct asset allocation according to your objectives and risk tolerance. Long…

Taxes are a fact of life. Starting with the very first paycheque and continuing on until the end of life, taxes affect every Canadian in most aspects…

Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who die every year…

For most Canadians, retirement is a major financial goal that requires considerable financial commitment. Whether you have already established a…

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Secure your future with tailored investment and personal insurance solutions. Book a free consultation to explore strategies that grow your wealth and protect what matters most. Let’s build your confidence in financial decisions—starting with a conversation.

Latest Articles

08 2025 1

It doesn’t take long after getting your first paycheck to realize something: not all that money is yours. The Canadian government takes a share—and the more you earn, the more it takes. But …

08 2025 2

John and Jane spent months planning their dream wedding—and a lot of money to make it happen. Now that the big day is behind them, it’s time to shift focus from flowers and …

08 2025 3

Retirement is a milestone many eagerly anticipate – a time to relax and enjoy the fruits of years of labor. However, for some, this dream can turn into a financial nightmare due to …