Member

Jim Pan

Vancouver

Panorama Financial Planning Inc.

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Jim Pan

Member Bio

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Hi, I’m Jim Pan, a fee-for-service financial planner and owner of Panorama Financial Planning. I help established incorporated professionals and business owners build financial plans with honest and unbiased advice. Why? Two reasons:
1. I’ve seen too many people who were sold financial products with hidden fees instead of getting real advice, leading to costly mistakes, and
2. I had personal experience where trust was violated due to lack of transparency from my mentor, leading to life altering consequences.
I want to be the change that deliver unbiased advice to people that simply works for them with honesty and transparency.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Insurance Planning
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

STEP

Education

University

Assets Under Management

Practice Size

1

Investment License

None

Provinces Licensed (Investment)

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