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Jim Pan | Fee & Advice-Only Financial Planner | Vancouver
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Jim Pan

Fee & Advice-Only Financial PlannerPanorama Financial Planning Inc.Vancouver, British Columbia

Hey there, I’m Jim Pan, founder of Panorama Financial Planning Inc. – a financial planning firm in Vancouver primarily serving healthcare professionals. Most people are swayed to purchase a financial product, without realize it’s the advice that’s valuable. This realization ignited my commitment to provide transparent and objective financial advisory services with a clear, fee-only structure.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Business Owners Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

British Columbia Ontario

Certification/Additional Courses ?

CFP® MFA™

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