Doctors are at the centre of everything we do. We understand the challenges unique to your profession. Let us simplify insurance and give you financial peace of mind.
Our non-commissioned advisors put doctors first through personalized insurance solutions. And when you need us most, at time of claim, we’ll be right by your side. If it’s important to your practice, your family and your life, it’s important to us.
Whether you’re already a client of ours or not, we want to ensure you have just the right coverage for your needs. 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 (Toll Free: 1 800 665 2262 Ext. 7914).
We understand you • We put you first • We make it easy
Meet the expert advisors behind Insurance for Doctors. Feel free to get in touch with any one of us directly or click here for our general contact information.
Julie began her financial career at a multinational brokerage firm where 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. 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.
Direct Line: 604 638 8745
Toll Free: 1 800 665 2262 ext 8745
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. Renee also holds an Executive MBA with a specialty in Innovation Leadership.
Direct Line: 604 638 6056
Toll Free: 1 800 665 2262 Ext. 6056
Hali brings 25 years’ experience with some of Canada’s largest financial institutions. Recently she worked for one of the largest Canadian insurers, to provide the best suited options available in today’s market. Members can feel confident knowing their best interests has been the deciding factor in each recommendation. Hali has held the Certified Financial Planner designation in good standing since 1999.
Direct Line: 604 928 5039
Toll Free: 1 800 665 2262 Ext. 5039
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. 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 member’s needs analysis and ensures that members have the best solution to fit their situation. Paula is working towards her Certified Health Insurance Specialist designation.
Direct Line: 604 638 2872
Toll Free: 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. Prior to joining Doctors of BC, Jeff worked for as an insurance planner for a large BC credit union and at a private wealth planning firm in Vancouver providing insurance advice to high net worth individuals, families and companies.
Direct Line: 604 317 0161
Toll Free: 1 800 665 2262 Ext. 0161
Tu-Anh has 7 years of experience working in the insurance industry. Prior to joining Doctors of BC, Tu-Anh serviced a diverse range of clientele, from young families to corporate business owners and professionals. Tu-Anh is passionate about the insurance planning process. She enjoys helping individuals navigate through all the complexities of insurance through strategic planning and advice.
Direct Line: 604 638 4854
Toll Free: 1 800 665 2262 Ext. 4854
Prior to joining Doctors of BC, Lisa worked as an insurance broker for one of Western Canada’s largest independently owned firms. Specializing in seminars on financial planning for young families and group benefits for small businesses, Lisa’s practice has been largely focused on education. With over 15 years of business and financial experience, she is passionate about helping young professionals and families understand the importance of insurance and helping them navigate their options. Lisa is currently working toward her Certified Financial Planner designation.
Direct Line: 778 980 2387
Toll Free: 1 800 665 2262