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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

Jim is an independent Certified Financial Planner who helps healthcare business owners build unbiased and tailored financial plans so they can make clear financial decisions. Jim's commitment extends to the community, where he spearheads numerous charitable fundraising events and plays an active role in enhancing the well-being of others by serving on the board of the Canadian Mental Health Association in Vancouver. Currently, he volunteers with Junior Achievement of British Columbia (JABC) to present personal finance topics to youths.

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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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