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 Insurance & 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 Insurance & Financial Services remains committed to providing sound, independent advice and personalized service.