Biography

Eric Orr

Advanced Case Director of Sales, Ontario

Eric Orr graduated with a bachelor’s degree (B.Comm) in Finance and Entrepreneurship from McGill University. He subsequently obtained his Financial Planner (F.Pl.) designation in Quebec and his Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations. He also holds an insurance license in several provinces.
 
Eric began his career in 2002 as an advisor and quickly moved into management where he specialized in training and coaching advisors while leading a sales team in Montreal. In 2015 he moved to Toronto and began specializing in insurance and working on large, complex cases, as well as estate planning focused on individual life insurance and living benefits. He focused on helping simplify the large case process by educating advisors and their clients. He briefly led a national team of financial planning consultants focusing on full planning before joining iA in 2025 as Large Case Sales Director for Ontario.