As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Ross Taylor Financial Corporation
Ross Taylor Financial Corporation was founded by Ross T. Taylor with the goal of "helping you achieve financial well-being™". Ross started in the financial services industry in 1972. He opened 'Ross T. Taylor and Associates' in 1993 which later was renamed Ross Taylor Financial Corporation in 1999. Ross retired from the financial services industry in 2008 when Jonathan Taylor succeeded him as president of the firm.
Jonathan Taylor, CFP®
Jonathan started in the industry in 1992 and soon became a partner in Ross T. Taylor & Associates. He earned his Chartered Financial Planner designation in 1995 and then his Certified Financial Planner, CFP, designation in 2013. Since 2008, Jonathan has been president of the company.
Jonathan provides a client centered approach, looking to match the needs of his clients to the best strategies that allow clients to be successful in reaching their goals. His common sense approach combined with his considerable knowledge and expertise offers clients a relaxed, comfortable understanding of their financial needs and opportunities.
Debbie began her career in the financial services industry in 2014. She is a graduate of Brock University with a BA/BEd. She obtained her Canadian Investment Funds licence in 2015. Debbie provides administrative support to the advisor and assists with client accounts. She can accept and process mutual fund transaction requests.
As part of the administrative team, Mary provides administrative support to the advisor, assists with client accounts and assists with the general operations of the company. She has a wealth of knowledge and experience since starting her career in the financial services industry in 1993.
Laura is a graduate of Niagara College with a Business Diploma. She started her career as a Legal Assistant before joining the company in 2005. Laura assists with the day to day operations of the company and provides administrative support to all team members.