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 Newman Financial Services we can integrate your asset values with the appropriate life insurance and investments.
Whitley Newman Financial Services understands the linkage between insurance and financial services and it’s our job to protect and enhance your financial security.
Financial Services Available At:
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.