Toronto, ON, November 1, 2022 – Whitley Insurance & Financial Services (Whitley Insurance) and Newman, Oliver & McCarten Insurance Brokers Ltd. (Newman Insurance) are pleased to announce their merger, forming Whitley Newman Insurance & Financial Services, effective November 1, 2022.
Since 1949, Whitley Insurance & Financial Services has been in the business of protecting and enhancing their clients’ financial security with the right advice at the right time. As a market leader in auto, property, life and investments—for both personal and commercial insurance—the focus of the Whitley Insurance business is their clients’ needs, now and in the future.
Newman, Oliver & McCarten Insurance Brokers Ltd., more commonly known as Newman Insurance and headquartered in Campbellford, Ontario, first planted roots in the province more than 40 years ago and has amalgamated with 13 brokerages since they were founded in the 1980s. Specializing in a diverse portfolio of personal and commercial insurance needs, Newman Insurance takes pride in their home, auto and commercial risk management, with emphasis farming, their deepest niche.
The two companies have been working closely together since June 2022 to ensure a smooth transition for their clients, colleagues, and community. With established, deep roots, Whitley Newman Inc. will remain committed to supporting the communities in which they live and do business.
Today Whitley Newman focuses on their strength—together. With a collaborative approach they leverage not just the best of each of their past and current processes, but also their renewed size and scope to increase their buying power and access to markets, their overall market share, and improve access to enhanced products and services for their clients.
“It has been a rewarding journey for us to bring the two teams together,” says Loris Clarke, President, Whitley Newman Inc. “With natural synergies and common values it feels like a natural progression where together we can learn and share the best of each organization while continuing to put our clients first.”
Under the Whitley Newman banner, clients will continue to receive the exceptional service they have come to expect from each of the respective previous brands, but now with the added bench strength of a more robust team and an extended reach of a regional brokerage it’s an exciting time to be part of the Whitley Newman team,” says Calvin Newman, Vice President, Whitley Newman.
“Together we are focused on the future, and this is just the beginning of our continued growth and development.”
With offices across Ontario, Whitley Newman is proud to continue to serve the people, families, and businesses that make up their vibrant communities and to prove that their collaborative approach has been built with the needs of these communities in mind.
About Whitley Newman Insurance & Financial Services
Established in 2022, but with roots dating back to 1949, Whitley Newman Inc. represents the collaboration of two market leading auto, property, life and investment firms—Whitley Insurance & Financial Services and Newman, Oliver & McCarten Insurance Brokers Ltd.
Whitley Newman is committed to protecting and enhancing their clients’ financial security through advanced risk management and a personalized approach for every client’s journey.
With a day-to-day mission to solve problems and alleviate concerns as quickly and effectively as possible, Whitley Newman also takes a forward-thinking approach to client management to ensure risks are managed long-term.