Jones DesLauriers Insurance Management Inc. (JDIMI) is pleased to announce a definitive acquisition of Whitley Insurance & Financial Services (Whitley) effective January 7, 2014.
Once competitors in the insurance marketplace, JDIMI and Whitley will unite to provide a wealth of services to new and existing clients, including industry leading insurance programs, superior risk management services, 24 hour claims assistance, life and financial investment solutions.
Shawn DeSantis, President and CEO of JDIMI, will lead both teams in their journey to become the most trusted insurance brokerage in Canada. “We are pleased to be partnering with an established firm that shares our core values – to innovate, out perform, respect and uphold our passion for our customers,” said DeSantis. “This acquisition will accelerate our growth strategy and enable us to provide enhanced customer service, professional advice and even greater value
to our clients and partners.”
With easily accessible and centralized offices located in Belleville, Deseronto, Stirling and Trenton, Whitley will continue to operate under its established name and brand, as a member of the Jones DesLauriers Group of Companies. The team will leverage the expertise and experience of its parent company to offer clients in Eastern Ontario some of the industry’s most competitive and comprehensive products and services.
Paul Whitley, President of Whitley Insurance & Financial Services, has named Loris Clarke as his successor but will remain with the brokerage for a transition period. Clarke and Whitley will work with DeSantis to manage the day-to-day operations of the company. “The combined experience and specialized services of Whitley and JDIMI will enable us to provide our clients with a distinct advantage,” said Whitley. “We are excited to be joining forces with a recognized
brokerage that shares our vision and is dedicated to helping clients make educated insurance decisions”.
The acquisition is expected to build a solid presence for JDIMI in Eastern Ontario and position the firm to better service their clients, with strengthened commercial and personal insurance offerings in the region and a new financial services division.
Together, JDIMI and Whitley are committed to providing the most competitive and comprehensive insurance, risk management and financial planning solutions so clients can feel confident they are receiving maximum value for their investment.