Since 2005, as an Edward Jones Financial Advisor, I have served serious investors in the Marpole community of Vancouver. With my dedicated team, I partner with professionals, business owners, immigrants and their families to reach their financial goals by using an established process and investment solutions tailored to their needs.
I graduated from BCIT financial management and became a certified Financial Planner (CFP®) in 2014. I have a true passion for financial planning and a desire to champion the evolving financial needs of our clients. I pay attention to details, listen with understanding and specially focus on what's most important to our clients. Our team strive to deliver exceptional service and keep our clients well positioned to reach their financial goals.
In 2015, I proudly became a limited partner with Edward Jones. I have attended the Edward Jones Exceeding Conference six times, which is an honour reserved for the firm's top 100 Canadian financial advisors and recognizes the personalized and unique way we serve our clients. The firm has a rich history of volunteerism which I have fully embraced. I have proudly served in multiple leadership roles on a voluntary basis which has given me the opportunity to coach and mentor our newer advisors and share strategies with a focus on making a meaningful difference in the lives of our clients. At Edward Jones we foster an environment where diversity of thought and experiences is encouraged and supported. In 2017, I accepted a position to support our regions in Western Canada and focus on providing inspiration and motivation to diverse and women financial advisors.
Away from the office, I support our community, local charities and churches and actively serve on the Board of Directors in the Marpole Business Association.
- Retirement Savings Strategies
- Business Owner Considerations
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Art & Theater
- Outdoor Enthusiast
- Social Responsibility
- Spending Time with Family
Phone NumberScarlett Pan at (604) 738-1272
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