Employee Benefits Planning

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Many small to medium-sized businesses have implemented company pension plans, employee health benefit packages and even group RRSPs. Managing these plans effectively is often not possible without incurring significant expense through private consultants.

At Whitley Financial, we can help you meet your needs and expectations. Philip C. Wild is a professional benefits planner, with a sound knowledge and understanding of the challenges facing employers today. He will work with you to develop a Strategic Implementation Plan – a step-by-step proposal for implementing improvements. As a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), Phil has the skill and experience to find the right provider to suit your needs. With his support team, he will provide the necessary individual and group support as part of Whitley’s on-going commitment to ensure that plan goals are met.

‘Hiring’ Whitley Insurance & Financial Services to manage your benefit programs requires no additional resources on your part and no increased administration. You benefit from a customized program with fair and reliable advice, on an individual and group basis, at no extra cost. The result will be stronger employer-employee relationships, creating a spirit of trust and goodwill that will help you attract and retain staff members.

Arrange for an appointment with Philip Wild. Whitley Financial Services is the right choice for all your employee benefit needs.

Financial Services Available At:

41 Dundas Street West, P.O. Box 280
Trenton, Ontario K8V 5R5

Telephone: 613.392.1283
Toll-free: 1.800.663.1384
Fax: 613.392.5919

E-mail: investing@whitleyfinancial.com

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 Access Effective June 14, 2021

Whitley Insurance & Financial Services cares deeply about our staff, clients and community. We continue to monitor developments with the Coronavirus. As a result we are operating business as usual and open by appointment, in addition to telephone and email.

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.