It’s about integrating your insurance needs with professional investment advice.
We’re here to tailor a life and investment solution based on your unique needs, your attitudes toward investing and your tolerance for risk. A Whitley advisor will examine your current situation, help determine where you want to be in the future, and then establish the best route to get you there.
At Whitley Insurance and Financial Services we not only have you covered with the right insurance for Auto and Property, we can integrate your asset values with the appropriate life insurance and investments.
Whitley Insurance and Financial Services understands the linkage between insurance and financial services and it’s our job to protect and enhance your financial security.
41 Dundas Street West, P.O. Box 280
Trenton, Ontario K8V 5R5
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through Whitley Financial Services.
Office Closures Effective April 8, 2021
Whitley Insurance & Financial Services cares deeply about our staff, clients and community. Until further notice we are not seeing clients in person. We are available by phone and email. We ask that you not attend our offices in person and only by confirmed appointment if necessary.
Please contact our offices and we will direct your call accordingly:
Trenton (613) 392-1283
Belleville (613) 966-1711
Stirling (613) 395-5501
Deseronto (613) 396-2312
Payments may be made by Interac e-Transfer, Credit Card, or Online Banking.
We would like to thank you for your business. During these uncertain times, we’re working hard to continue to provide the same service standards you have come to expect from us.