Our Team

Jonathan Taylor Chartered Financial Planner Jonathan is a Chartered Financial Planner and President of the firm. He started in the industry in 1992 and became a Chartered Financial Planner in 1995.

He is registered to sell Mutual funds in Ontario, Saskatchewan and British Columbia. His Life, Accident and Sickness Insurance license is with the above provinces plus Manitoba and Alberta. In addition, Jonathan holds a Labour Sponsored Funds License for special RRSP investment opportunities.

In addition to serving the financial needs of new clients, Jonathan continues to assist with existing clients and the general operations of the firm. His common sense approach combined with his considerable knowledge and expertise offers clients a relaxed, comfortable understanding of their financial needs and opportunities.

Ross T. Taylor Chartered Financial Planner Ross is a Chartered Financial Planner and Chair of the firm. He started his career in the industry in 1972 and officially retired from the business in 2010. As chair Ross continues to provide his expertise to the firm.

As a regular newspaper columnist, Ross drew national attention with his innovative pension commuting plans that has helped hundreds of new retirees enjoy a more comfortable retirement. He has over 15 years of research and experience commuting pension benefits and understood every aspect of this process. Ross is known for finding leading-edge ways to help his clients achieve financial well-being. A former chairman of the Greater Niagara General Hospital Foundation, Ross is well respected in the field of planned charitable giving, having traveled Canada from coast to coast delivering training seminars to charity leaders and financial advisors.

Additional Team Members

The company cannot be successful without the dedicated team at Ross Taylor Financial Corporation. Laura, Marg, and Claudette handle client service and support to take care of your needs. When you have any questions or concerns they are there to help.

Our planning process usually involves the following:

1. An initial interview to obtain personal data, explore your goals and expectations, and provide an opportunity to get to know you.
2. A second meeting to review the advisor's recommendations with you. We then give you an opportunity to digest the recommendations privately at home.
3. A third meeting to answer any questions and decide upon a suitable implementation timetable. When we expedite your plan for you, there is no charge to you for our planning services.
4. Subsequent meetings and reviews are arranged to implement additional parts of your plan appropriately, to monitor taxes and report on your financial progress.