You come to a financial planner for advice, not products.

“More important than the how we achieve financial freedom, is the why. Find your reasons why you want to be free and wealthy.” —Robert Kiyosaki

Hey there, I’m Jim Pan, founder of Panorama Advisory Group – a financial planning firm in Vancouver servicing primarily healthcare professionals. I began working in financial services in 2010 as an insurance and investment broker. This experience helped me recognize the industry’s need for transparent, comprehensive financial advice rather than product-driven transactions. Most people pay for the product they are sold without getting proper financial advice and guidance. The value is in the advice, not the product sold!

This realization, coupled with my firsthand experiences of the financial challenges I witnessed in my family growing up, ignited my commitment to providing transparent and objective financial guidance. I love working with people and discovering their why!

I was raised with the philosophy of always providing genuine care and support to benefit people’s lives. This drove me to establish Panorama Advisory Group, a fee-only, advice-only practice without any product sales, ensuring you receive the value you deserve.

I focus on providing transparent, objective, and unbiased financial planning for healthcare professionals. Unlike traditional planners, I don’t sell products or earn commissions. Instead, I provide clear, value-based advice tailored to your unique life goals to help you navigate financial complexities and connect you with a network of trusted professionals. I genuinely care about your financial success.

Personally, I am a proud girl-dad, golfer, camper, snowboarding and globetrotter. I also enjoy getting involved in the community, from leading charitable fundraisers to volunteering with organizations that provide financial literacy for youth.

Reach out today, and let’s work together to get your financial life in order!