Jim Pan
Vancouver
Panorama Financial Planning Inc.
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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Hi, I’m Jim Pan, an advice-only financial planner and owner of Panorama Financial Planning. I partner with busy high income Canadians as their personal CFO to help them make informed and value aligned financial decisions so they can achieve their financial goals sooner.
I’ve seen too many people, including my own family, who were sold financial products with hidden fees instead of getting real advice, leading to costly mistakes. I also had personal experience where trust was violated due to lack of transparency from my first industry mentor, leading to life altering consequences.
I want to be the change that deliver unbiased advice to people that's in their best interest with honesty and transparency.
I’ve seen too many people, including my own family, who were sold financial products with hidden fees instead of getting real advice, leading to costly mistakes. I also had personal experience where trust was violated due to lack of transparency from my first industry mentor, leading to life altering consequences.
I want to be the change that deliver unbiased advice to people that's in their best interest with honesty and transparency.
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