Insurance

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
Email: View Email Addressjkwan@doctorsofbc.ca
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Erin started her career as an independent financial advisor working with families and business owners before joining the Doctors of BC team in 2013. She is passionate about living benefits (disability and critical illness insurance) and empowering members through education of the insurance they own and the insurance options available to them. Her warm professionalism and thoughtful approach ensures your unique needs and personal situation are considered for every recommendation.
 
She holds the Certified Financial Planner® and Certified Health insurance Specialist designations.

Direct line: 604 638 2819
Toll free: 1 800 665 2262 ext 2819
Email: View Email Addresseconnors@doctorsofbc.ca
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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
Email: View Email Addressjgopal@doctorsofbc.ca
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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 
Email: View Email Addresshstus@doctorsofbc.ca
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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 holds the Certified Health Insurance Specialist designation.

Direct line: 604 313 8057
Toll free: 1 800 665 2262 Ext. 2872
Email: View Email Addressprooney@doctorsofbc.ca​
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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: 604 240 5974
Toll free: 1 800 665 2262 Ext. 4854
Email: View Email Addresstlemckert@doctorsofbc.ca
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Aneal brings over 10 years of experience in the financial advisory role, working with some of Canada’s leading financial and insurance planning firms. Prior to joining Doctors of BC, Aneal worked with a diverse range of clientele, ranging from corporate business owners and professionals to young families. Aneal utilizes a comprehensive insurance planning process to help physicians and their families find the best solutions to fit their financial plan.

Direct line: 604 638 2932
Email: View Email Addressabasi@doctorsofbc.ca
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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
Email: View Email Addresslfincaryk@doctorsofbc.ca
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