Jim Pan

CFP®, CLU, MFA-P
Founder, Certified Financial Planner®, Panorama Financial Planning
Areas of Specialty: Comprehensive Financial Planning for Incorporated Professionals and Business Owners at their Growth to Exit Stage, Retirement & Cash Flow Planning, Education Planning, Risk Management, Tax & Investment Planning, Estate Planning

Hey there, I’m Jim Pan, founder of Panorama Financial Planning Inc. – a fee-only financial planning firm in Vancouver that helps established business owners build what I call a Financial Harmony Plan. I started my financial services career in 2010 as an aspiring insurance and investment broker, full of energy and placed a deep trust in my first mentor in life. Unfortunately, that trust was misplaced, which led to a series of unforeseen events that nearly ended my career before it had the chance to thrive. It was a tough and painful lesson, but one that shaped who I am today. I learned firsthand that blind trust without transparency can be dangerous—especially when it comes to something as personal as finances.

As I spent more time in the industry, I saw a troubling pattern: too many advisors pushing products with hidden fees without offering real, personalized advice. I knew this wasn’t right. Growing up, my family faced financial struggles, and I understood how damaging bad advice—or no advice—could be. I wanted to change this, and that’s why I founded Panorama Financial Planning Inc.—to provide something that was sorely missing: honest, unbiased, and transparent financial guidance.

Today, I focus on building unbiased and transparent financial plans for established business owners in their 30s to 50s. I don’t sell financial products or earn commissions. My only motivation is to help my clients achieve their goals with clear, practical, and unbiased financial advice. I work with a network of trusted professionals to help simplify the complexities in finance and empower people to feel confident about their future.

Outside of work, I’m a proud girl-dad who loves to golf, camp, snowboard, and travel. I’m also passionate about giving back—whether leading charitable fundraisers or volunteering to teach financial literacy to youth in the community.

If you’re looking for a financial partner who prioritizes transparency and your best interests, let’s connect. I’d love to help you take control of your financial future.

Request a complimentary 30min meeting with me and I will review your current financial situation and discuss your financial goals.

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