Jim Pan

Panorama Advisory Group was started in 2014 by Jim Pan, the Lead Financial Planner. Jim is a dedicated, fee and advice only independent Certified Financial Planner specializing in supporting healthcare business owners build holistic financial solutions to minimize taxes during their crucial growth phase. With a career spanning back to 2010, Jim has established a strong presence in the financial industry. He proudly holds a range of designations, including Certified Financial Planner (CFP), and Master Financial Advisor - Philanthropy (MFA-P). He is currently pursuing additional designations and qualifications to better serve his clients and community. 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. Additionally, he has served on the board of the Canadian Mental Health Association (CMHA) in Vancouver. Currently, he volunteers with Junior Achievement of British Columbia (JABC) to present personal finance topics to youths.