From Brokerage to Integrated Financial Services

Doug Whitley Insurance Brokers began in 1949 as a small general insurance brokerage in Trenton, Ontario - with one employee and representing two insurance companies, Gore Mutual and Wawanesa.

By the late 1960s, Whitley Insurance had become a thriving brokerage with two partners, Doug Whitley and Neil Robertson, and four employees. Further expansion followed with a move to larger facilities in the Bank of Montreal's original premises - our head office today.

We continued to grow in the Bay of Quinte area through the 1980s with a series of acquisitions:

Gliddon Insurance, Stirling - 1982
Livingstone Insurance, Madoc - 1987
Gainforth Insurance, Frankford - 1989
Allin Insurance, Belleville - 1990
Taras Insurance, Deseronto - 1991
Russell Insurance, Napanee - 1994.

In 1996, we introduced integrated financial services, offering customers financial solutions that encompass insurance, investments and banking. We also changed our name to Whitley Financial Services in 2000.

Paul Whitley and sister Sandra Whitley-Russell now manage the family business and continue to benefit from the wise counsel of father, Doug. Although much has changed since the early days, Whitley Financial Services remains committed to providing sound, independent advice and personalized service.