Specialties ? Most often advisors will have areas of specialities based on experience and training.
Categories ? We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor
Languages ? Advisors will sometimes have proficiency in languages other than English and French
Provinces Licensed | Served ? Occasionally advisors will be licensed in different provinces.
Certification/Additional Courses
? See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/
About Jim
Investible Asset Range: Not applicable
Years in Business: 14
Fee-based: Yes
Panorama Financial Planning Inc.
22 East 5th Ave
400
Vancouver
British Columbia
Canada
V5T 1G8