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Doria Financial · 潘阳 DoriaDoria Financial · Yang (Doria) Pan
用妈妈的眼光，帮家庭把保险规划清楚Protecting what matters to Greater Vancouver families
独立持牌保险顾问 · 中英文服务 · South Surrey / White RockIndependent licensed advisor · English & Mandarin · South Surrey / White Rock
白石镇海滨日落White Rock waterfront at sunset
关于我About Doria
两个女儿的妈妈，也是你身边的保险顾问A mom of two who learned Canadian insurance the hard way.
我是 Doria，两个女儿的妈妈，独立持牌保险顾问。刚来加拿大时，我自己也被保险条款弄得一头雾水。所以今天，我想用最直白的话，帮每个家庭和企业主把选择讲清楚、做明白。
I'm Doria, a mom of two girls and an independent licensed insurance advisor. When my family settled in Canada, I learned first-hand how confusing insurance can be. Today I help families and business owners make clear, honest decisions, in plain English or Mandarin.
扶轮社成员 社区义工
Rotary member Community volunteer
我能帮你做什么How I help
人寿保险Life insurance
定期和终身，按家庭阶段配置Term and permanent coverage
重疾与失能保障Critical illness & disability
生病或无法工作时，收入和积蓄有保障Protect your income and savings if you get sick or can't work
儿童分红险与教育储蓄Children's participating whole life & RESP
为孩子准备长期保障和教育金Long-term coverage and education savings for your kids
储蓄与退休规划Savings & retirement planning
把未来几十年想清楚A clear plan for the years ahead
企业主保险规划Business owners
围绕你的公司做安排Insurance planning built around your corporation
保单体检Policy review
帮你重新看一遍已有保单A fresh look at the coverage you already have
为什么选择独立顾问Why independent
我为你工作，不为某一家保险公司I work for you, not for one insurance company
不隶属任何一家保险公司Not tied to one company
对比 Manulife、Canada Life、iA、Equitable、Sun Life 等主流公司方案Options compared from Manulife, Canada Life, iA Financial Group, Equitable Life, Sun Life and more
先看需求，再谈产品Needs first, products second
不推销，不施压No pressure
合作流程How it works
四步走，从一通免费电话开始Four simple steps, starting with a free call
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梳理家庭需求Needs review
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方案并排对比Side-by-side options
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每年回访Yearly check-ins
免费清单Free checklist
家庭保单体检清单Family Policy Checkup
联系我Contact
电话Phone
邮箱Email
服务地区Serving Greater Vancouver
大温哥华地区
- Surrey
- White Rock
- Langley
- Richmond
- Vancouver
- Burnaby
见面方式Meetings
视频会议，或预约面谈Video call, or in person by appointment