Jay Pan
Investment Advisor
CIM®
Working together to help you achieve what truly matters to you
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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。
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.
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CIM®
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.