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Jay Pan

Investment Advisor

  • CIM®

Working together to help you achieve what truly matters to you

  • 700 West Georgia Street Suite 2000 Vancouver, BC V7Y 1A2Map

探索评估和规划对您真正重要的事情

我们为特定的个人和机构客户群提供财富和投资管理方案.我们拥有丰富的经验,服务高净值和超高净值的加拿大家庭,并了解他们的独特需求,但投资并不存在一体适用的方法。我们专注服务的客户,深明量身定制的服务和建议所能带来的价值,因此与我们一起合作。

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我们的做法

我们首先进行平衡的财智对话。这个评估过程应用最尖端的行为金融学理论,让我们可以更好地了解您的个人创富方式与习惯;影响您的财富决策的因素以及对您最重要的事情

我们进行独特的协作式咨询,以充分了解您的财务需求、优先事项和目标。家庭、事业和经验也一并考虑在内。凭借对您的优先事项的深入了解,专属顾问将为您联系一支由道明专才组成的核心团队,他们从投资、遗产和信托规划、慈善事业,以至业务继承和税务规划等,在各方面都拥有丰富的专业知识


随着您的改变而进展的财富策略

随着您的需求不断发展,我们会提供与此配合的服务和解决方案。我们将持续与您联系,为您独特的财务旅程提供相关的建议和信息。当您需要建议时,我们将以渊博的专业知识,悉心为您提供专注的个性化服务.

认识这个团队

投资顾问 Jay Pan

Jay Pan毕业于雪城大学 (Syracuse University),获得地质应用数学学位和工程硕士学位,并拥有特许投资经理称号。他自 2017 年以来一直从事金融业。在此之前,他曾在石油和天然气行业工作,并帮助多家公司为勘探、开发和收购活动筹集资金。他与温哥华及周边地区的亚裔社区密切合作。他专注于建立和维护客户关系,致力为客户提供全面的建议和量身定制的投资策略,以满足不同的财务需求。

Discovering and planning for what truly matters to you

We offer wealth and investment management solutions to a select group of personal and institutional clients.

We have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. We specialize in working with clients who understand the value of tailored service and advice.

We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

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What we do

We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.


A wealth strategy that changes as you do

As your needs evolve, so will the services and solutions we can provide. We'll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we'll be there with breadth of our expertise and the personalized attention you deserve.

About Jay

A graduate of the Syracuse University with a degree in geological applied mathematics and a master's degree in engineering, Jay holds his Chartered Investment Manager designation. Jay has been working in the financial industry since 2017. Prior to that, Jay worked in the petroleum and gas industry and helped couple companies to raise funds for E&P and acquisitions. He works closely with the Asian-Canadian community in Vancouver and the surrounding area. Jay focuses on building and maintaining client relationships and is dedicated to providing holistic advice and tailor-made investment strategies for clients to meet various financial needs.

ADDITIONAL CONTACT

Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

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