Orr Insurance and Investment

What Orr Insurance and Investment does

Orr Insurance and Investment is a privately held Canadian insurance and investment brokerage headquartered in Stratford, Canada. Founded in 1895 and led by founder/owner Rick Orr, the firm operates with a headcount of 101-250 employees and offers three principal lines: personal insurance, commercial insurance, and financial insurance. The long operating tenure and founder-ownership structure indicate a community-rooted, relationship-driven brokerage rather than a venture-backed or technology-led insurance platform.

The firm's product mix spans individual policyholders, commercial accounts, and financial insurance products, implying a multi-channel distribution model built on direct client advisory rather than digital self-service. The website (orrinsurance.net) is the firm's primary public surface; however, the available source material consisted only of a verification/loading page and yielded no substantive content on technology stack, proprietary platforms, pricing, partnerships, regulatory certifications, or operational scale signals. Consequently, claims about underlying technology, digital channels, or platform architecture cannot be supported by the input data.

Revenue mechanics for the firm are characteristic of an independent brokerage: commissions and fees on personal, commercial, and financial insurance placements, with revenue per employee in the typical range for multi-line Canadian brokerages. No funding rounds, M&A activity, leadership changes, partnerships, or strategic transactions are recorded in the available data, suggesting a stable, ownership-held operating posture with limited public-facing disclosure.

Name

Orr Insurance and Investment

Legal name

Orr Insurance and Investment

Website

https://orrinsurance.net

Company type

Private

Founded year

1895

Operating status

Operating

Headcount range

101–250 employees

Short description

Orr Insurance and Investment is a privately held, founder-owned Canadian insurance and investment brokerage based in Stratford, established in 1895, serving personal, commercial, and financial insurance clients.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Personal insurance
• Commercial insurance
• Financial insurance
• Insurance brokerage
• Investment advisory

Headquarters

HQ city

Stratford

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Orr Insurance and Investment is an insurance brokerage that places personal insurance, commercial insurance, and financial insurance coverage for its clients. The firm operates as a traditional independent brokerage in Stratford, Canada, working with individuals and businesses to structure insurance solutions across personal, commercial, and financial lines.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Insurance Insurance brokerage services for individuals and households covering personal lines such as auto, home, and life insurance, placed with carriers on behalf of the client.
• Commercial Insurance Insurance brokerage services for businesses covering commercial lines such as property, liability, and other business insurance, placed with carriers on behalf of the business client.
• Financial Insurance Insurance and investment-related financial products placed through the brokerage to support clients' financial planning and protection needs.

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Regional players

• CAA Insurance: Canadian affinity-based insurance provider serving Ontario and other provinces through auto club membership. Comparable as a personal-lines-focused insurance distributor in the same Canadian market geography.

Emerging players

• Kanetix: Canadian online insurance comparison platform enabling consumers to compare auto, home, and life quotes digitally. Comparable as a Canadian insurance distribution channel, though operating via direct-to-consumer digital model rather than advisory.

Direct peers

• BrokerLink: One of Canada's largest personal and commercial insurance brokerages with multi-province branch networks. Directly comparable to Orr as a Canadian retail insurance intermediary offering personal, commercial, and adjacent financial products.
• Hub International: Global insurance brokerage with a substantial Canadian footprint offering personal, commercial, and specialty coverage. Comparable in product breadth and brokerage distribution model, though materially larger than Orr.
• Co-operators: Canadian multi-line insurer and financial services firm offering home, auto, life, and investment products through a national advisory network. Comparable as a Canadian personal/commercial insurance and wealth intermediary with similar product breadth.
• Western Financial Group: Canadian insurance and financial services brokerage with community-based branches across Western Canada. Comparable as a multi-line personal/commercial insurance and wealth intermediary with a regional branch model similar to Orr's.

Broad incumbents

• Manulife: Leading Canadian life insurer and investment manager with insurance, retirement, and wealth offerings. Comparable as a broad insurance-and-investment incumbent serving Canadian households and businesses.
• BMO Insurance: Insurance arm of Bank of Montreal offering life, health, and creditor insurance solutions in Canada. Comparable as a bank-affiliated insurance and wealth provider in the same Canadian market.
• RBC Insurance: Insurance and wealth arm of one of Canada's largest banks, offering life, health, home, auto, and investment products. Comparable as a broad incumbent combining insurance with investment solutions under one Canadian brand.
• Sun Life Financial: Major Canadian life insurer and wealth manager with group benefits, individual insurance, and asset management. Comparable for the investment-plus-insurance combination, though operating primarily as a carrier rather than a brokerage.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

• Xx.com/orrinsurance
• Facebookfacebook.com/OrrInsurance

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Orr Insurance and Investment