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Financial Planning
The best way to get ahead in life is to make more right decisions more>

Retirement Planning
Our experts can help you select your best available options for a comfortable retirement more>

Estate Planning
We can help you achieve financial well-being with a personalized tax effective estate more>

Welcome to Ross Taylor Financial

We are located in Niagara Falls, Ontario, Canada. With over 42 years of collective financial planning experience, our independent financial advisors specialize in lifetime financial planning. This is a customized program to help you establish yourself financially by maintaining your independence or taking good care of your family and dependents. We also help you prepare for a comfortable retirement, select the right pension options and establish an uncomplicated estate transfer to your chosen heirs upon death.

Ross Taylor Financial Corporation is Niagara’s trusted name in comprehensive lifetime financial planning. We can help you plan for a house purchase and sort out your mortgage choices and other debt. Other assistance includes planning for your child’s education and helping you reduce your taxes effectively. As your needs change, we help you expand and develop your goals to become more comfortable financially.

Pension plan members who are trying to choose the right options at retirement can benefit from our research and specialized experience. We can help you determine if the Commuted or Transfer value option is available to you, or would benefit you. We receive inquiries from pension plan members from many parts of Ontario.

We welcome new clients

If you are already on the right path, we will confirm that with you. If we can help you streamline or accelerate your financial progress, we’ll suggest ways to do that. We all have one goal in common, which is to move you closer to achieving personal financial well-being. There is no cost to you to find out how to accomplish this. Please click here to initiate a discussion with a qualified advisor.