Whitley Financial Services - Profile
 A Professional Brokerage with Personal Service Whitley Financial Services is a full service brokerage, offering solutions in the areas of insurance, investments, and wealth management. We have been providing sound independent advice and personalized service to customers in southeastern Ontario since 1949. A few years ago, when financial institutions were drastically cutting their front line customer service staff, we introduced Whitley Financial Services. This division of our brokerage focuses on wealth management, investments, life insurance, disability and critical illness coverage, group benefit plans, and banking services. We meet with each client and work through a planning process that documents the client's current portfolio, defines investment objectives, and assesses risk tolerance. Only then do we recommend insurance and investment products that dovetail with the client's personal financial goals. Whitley Financial Services uses the latest technology, including computerized quotation systems, online portfolio management, and customized financial reporting. The next time you need a guiding hand with your investments, don't hurry to a bank. Instead, meet with one of our expert financial services representatives for a free consultation. There is a dizzying array of insurance and financial services available today from all sorts of sources. As your independent insurance broker and financial services representative, the staff at Whitley will help you to define your needs and will tailor a program that provides the best combination of price and performance. |
