# Jim Pan

> Jim Pan is a fee-only financial advisor at Panorama Financial Planning in Vancouver, British Columbia, Canada, who holds the CFP and MFA-P credentials. Jim charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from C$4,200 a year and one-time plans from C$750) and focuses on flat-fee planning, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/jim-pan/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Panorama Financial Planning
- **Based in:** Vancouver, British Columbia, Canada
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from C$4,200 a year; one-time plans from C$750
- **Works virtually:** Yes (firm's website)
- **Languages:** Mandarin, Japanese
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, MFA-P
- **Specialties:** Flat-fee planning, Tax planning, Small business owners, Equity compensation, Estate & legacy planning
- **Works with:** Physicians, Executives, Tech employees, High earners, Early-career professionals, Multi-generational families
- **Website:** www.panoramafp.ca

## Frequently asked questions

### Is Jim Pan a fee-only financial advisor?

Yes. Jim Pan is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### How does Jim charge for financial advice?

Jim charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Jim charge?

According to Panorama Financial Planning's website, checked October 28, 2026: ongoing planning from C$4,200 a year; one-time plans from C$750.

### Does Jim work with clients virtually?

Yes. Panorama Financial Planning says on its website that it works with clients remotely.

### What languages does Jim work in?

Besides English, Panorama Financial Planning offers service in Mandarin and Japanese, according to its website.

### Where is Jim Pan based?

Jim Pan is based in Vancouver, British Columbia, Canada.

### What does Jim specialize in?

Jim's specialties include flat-fee planning, tax planning, small business owners, equity compensation and estate & legacy planning. Jim works with physicians, executives, tech employees, high earners and early-career professionals.

### What credentials does Jim Pan hold?

Jim Pan holds the CFP and MFA-P credentials.

### How do I contact Jim Pan?

Through Jim's website, www.panoramafp.ca.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://panoramafp.ca/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.