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

Fee & Advice-Only Financial PlannerPanorama Advisory GroupVancouver, British Columbia

Hey there, I’m Jim Pan, founder of Panorama Advisory Group – a financial planning firm in Vancouver primarily serving healthcare professionals. Most people are not aware that the value of financial planning is in the advice, not the products they buy. 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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