McFarlan Rowlands, Excalibur join forces in merger

McFarlan Rowlands Insurance Brokers Inc., a division of McDougall Insurance Brokers Ltd., has announced a merger with Excalibur Insurance Group Inc., with offices across western Ontario.

“We are excited to welcome the team and clients of Excalibur Insurance to the McDougall family,” said Ross McDougall, CEO and board chairman of McDougall Insurance Brokers. “We’ve always held the Excalibur organization in high regard, and know that between them and McFarlan Rowlands we will be able to deliver on unparalleled insurance service for our clients in Western Ontario.”

Excalibur is a full-service brokerage with offices in Clinton, Exeter, Mitchell, Wingham and London.

In other news: Opinion: The ultimate hybrid workspace

First established in 1957, Excalibur cut its teeth as a savvy digital player, winning the 2015 Insurance Brokers Association of Ontario’s Innovation Award. Excalibur’s customer-facing tech services were also a draw for McFarlan Rowlands, which is owned by Definity Financial Corporation.

Excalibur is also known for its local community work, receiving the inaugural “Agent for the Future Award” from Safeco Insurance in 2018 — an award recognizing North American brokerages that “go above and beyond in their community.” The brokerage donated its $5,000 prize to the Clinton Public Hospital Foundation.

“Excalibur Insurance is known for their technological expertise and local touch,” Jason Schneider, president of McFarlan Rowlands, said of the merger. “Their ability to innovate, while remaining uncompromising in their focus on local communities and their clients, is a great asset to our team and McFarlan Rowlands could not be happier to work with them to elevate the experience of their, and our, clients.”

Jeff Roy, president and CEO of Excalibur Insurance, reiterated his commitment to the local community and innovative customer service.

“By joining with McFarlan and McDougall, we know we are joining a team that values those same things — and we look forward to sharing our expertise with the broader group and joining their story,” Roy said of the merger. “Excalibur Insurance admires McFarlan Rowlands as a dominant regional player in the Western Ontario insurance market — and McDougall Insurance as a growing national force.”

Excalibur Insurance will continue to operate under its own brand. Jeff Roy, Una Roy, and Ken Colquhoun will continue to guide Excalibur post-merger.

Feature image courtesy of iStock.com/steved_np3

David Gambrill