Jim Pan
Personal Information
| First Name | Jim |
| Last Name | Pan |
| Phone | |
| Headline | Guiding Healthcare Professionals to Maximize Life with Holistic Financial Planning | Unbiased Financial Advice | Fee Only, Advice Only Certified Financial Planner |
| Current Position | Advice-Only Financial Planner |
| City | Calgary |
| Personal Bio/ Summary | Jim is a dedicated, fee and advice-only independent Certified Financial Planner specializing in guiding healthcare professionals to maximize their lifestyle by crafting a holistic financial plan. 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. Send DataSend Data Send DataSend Data |
| Mobile Phone Number | (604) 218-0280 |
| Personal Email Address | |
| Who I'm looking to connect with - my ideal referral partner | Accountants Business Coach Life Coach Physicians Dentists Physiotherapists Send DataSend Data Send DataSend Data |
Additional Information
| Bx Groups you regularly attend | Vancouver | South, CAN |
| Something not many people know about you | I am a vegetarian and have completed a full marathon before |
Business Information
| Business Trading Name | Panorama Financial Planning Inc. |
| Business Category Type | Business Consulting |
| Business Address | 16303 26A Ave, Surrey, BC, V3Z 6Z2 |
| Email Address | |
| Business Phone Number | (604) 218-0280 |
| My Main Services Are | Financial Planning Retirement Planning Investment Planning Insurance Planning Tax Planning Estate Planning Cashflow Planning |
| What Makes My Business Unique (My P.O.D.) | We provide transparent, objective, and integrated financial planning primarily for healthcare professionals with immigrant backgrounds. Unlike traditional planners, we don’t sell products or earn commissions. Instead, we provide clear, value-based, and easy to understand advice tailored to your unique life goals. We are here to help you navigate through financial complexities by utilizing our network of trusted professionals. |
| My Special Offer to BxNetworking Members | Complimentary first meeting! |
| Website 1 |
