Jim Pan
Panorama Financial Planning · Vancouver, British Columbia, Canada
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.
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Specialties
Who they serve
- Physicians
- Executives
- Tech employees
- High earners
- Early-career professionals
- Multi-generational families
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 |
| Languages | Mandarin, Japanese |
| Accepting new clients | Yes |
| Credentials | CFP · MFA-P |
| Website | www.panoramafp.ca |
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Questions about Jim
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Panorama Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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