Julie Kwan, BBA, CFP, CLU, GBA
Julie began her financial career at a multinational brokerage firm. She developed a passion for helping professionals protect their wealth and family. Julie focused her career by working as a group and life insurance marketing manager at one of Canada’s largest insurance carriers. There she worked with financial advisors and clients on complex, high net worth life insurance solutions. She brings this unique experience to our members at Doctors of BC. Julie enjoys protecting members’ wealth by conducting detailed interviews and providing thoughtful plan designs.
She holds the Certified Financial Planner and Group Benefits Associate designations, and is also a Chartered Life Underwriter. Julie is a manager and a non-commissioned, licensed insurance advisor at Doctors of BC, providing objective advice on your insurance planning needs.
Tel: 604 638 8745
Toll Free: 1 800 665 2262 ext 8745
Erin Connors, CHS, CFP™
T: 604 638 2819
TF: 1 800 665 2262 ext 2819
Channelle Sawyer, BA
Channelle works with physicians and their families in British Columbia to help them identify and realize their financial objectives. Her passion for risk mitigation utilizing insurance solutions becomes apparent as she works with our members to build personalized Insurance portfolios to protect members and their families from the unexpected, and more than anything to provide peace of mind. With access to exclusive Doctors of BC and third party insurance solutions she is able to customize the plans to meet the needs of our members & their families. As a licensed Insurance Advisor at Doctors of BC, Channelle is non-commissioned and provides objective advice on both in-force and contemplated insurance policies. Prior to joining Doctors of BC, Channelle worked for a private wealth management firm providing insurance and investment advice to high net worth individuals, families and companies across Western Canada. Her dedication to our members and her unique ability to demystify insurance planning and take complex products & concepts and make them understandable is what she is most admired for.
T: 604 638 2817
TF: 1 800 665 2262 ext 2817
Renee Brickner, B.Sc., EMBA
Prior to working at Doctors of BC Renee worked as an insurance and investment advisor with one of Canada’s most trusted insurance providers. Preceding that, Renee spent more than 17 years working in a high-risk-investment industry before transitioning to insurance and financial services. Renee started her career as an exploration geologist eventually transitioning into the role of Vice President of Investor Relations, providing her opportunity to work both domestically and internationally in developed and developing countries. This has provided her with a unique perspective on risk tolerance and exposure, a skill that has transitioned well into the insurance industry. Renee also holds an Executive MBA with a specialty in Innovation Leadership.
T: 604 638 6056
TF: 1 800 665 2262 ext 6056
Hali Stus, CFP
As a non-commissioned Insurance Advisor with Doctors of BC, Hali provides BC Physicians and their families with an unbiased review of their current insurance coverage, while taking into consideration their future needs. She focuses on risk management to find the best solution for each member and to make the experience simple and easy to understand. She brings 25 years of experience with some of Canada’s largest financial institutions and recently with one of the largest Canadian insurers, to provide the best suited options available in today’s market. Members can feel confident knowing their best interest has been the deciding factor in each recommendation. Hali has held the Certified Financial Planner designation in good standing since 1999.
T: 604 928 5039
TF: 1 800 665 2262 ext 5039
Paula Rooney, BA
Paula is an in-house non-commissioned insurance advisor for all Doctors of BC members and their families. As a licensed Advisor, Paula has strong technical knowledge of the Doctors of BC programs as well as individual plans that Doctors of BC offers. Paula provides objective advice on both existing and new insurance policies. She enjoys taking a comprehensive approach to your needs analysis and ensures that you have the best solution to fit your situation. Paula originally hails from Ireland, where she has over 9 years’ experience working in the Financial Services industry. While Paula was living in Ireland she obtained her Qualified Financial Advisor (QFA) designation and managed a mortgage and life insurance planning team. In Canada, she worked at a large insurance consulting firm before joining Doctors of BC in 2011. Paula is working towards her Certified Health Insurance Specialist designation. Contact Paula today!
T: 604 638 2872
TF: 1 800 665 2262 ext. 2872
Jeff’s passion is working with physicians and their families to help them identify and realize their insurance planning needs for building financial security. From his relationship focused model of planning and his attention to detail, he is able to build personalized insurance plans to protect members and their families from the unexpected. He is able to combine his industry and personal experiences to help breakdown complex products & concepts, and make them more relatable to a member’s specific situation. Prior to joining Doctors of BC, Jeff worked for as an insurance planner for large BC credit union and at a private wealth planning firm in Vancouver providing insurance advice to high net worth individuals, families and companies. With access to exclusive Doctors of BC and third party insurance solutions she is able to customize the plans to meet the needs of our members & their families. As a licensed Insurance Advisor at Doctors of BC, Jeff is non-commissioned and provides objective advice on both in-force and contemplated insurance policies.
T: 604 317 0161
TF: 1 800 665 2262
In-person, phone and web appointments are available with our licensed, non-commissioned Insurance Advisors. Book an appointment by emailing email@example.com or calling 604 638 7914 (TF: 1 800 665 2262 ext 7914).
Questions about health and dental plan details? Contact our Health Insurance Administrator:
HBTF Direct Line: 604 638 2908
Toll Free: 1 800 665 2262 ext 2908
Questions about Life, Disability, Accident, Critical Illness, Professional Overhead or other plans? Contact our insurance administrators:
Direct Line: 604 638 2904
Toll Free: 1 800 665 2262 ext 2904