Jim Pan

Planned Giving Advisor

I started my professional career in 2010 and specializes in working with incorporated professionals with creative tax planning strategies with various financial tools. My joy comes from helping them turn their tax savings into personal assets so they can do what they love: travel, family, and most importantly, leaving a wonderful legacy. To increase my knowledge to better help my clients, I continue to advance in my career and currently hold Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Master Financial Advisor in Philanthropy (MFA-P) designations. I am also a member of Advocis of Greater Vancouver, member of Canadian Associate of Gift Planners (CAGP) and a qualifying member of the Million Dollar Round Table (MDRT). Personally, I love spending time with my wife and young daughter, and you can also find me on the golf courses around Lower Mainland during the summer or on ski resorts in the winter.

Linkedin Profile