Panorama is a virtual-first, advice-only financial planning firm serving incorporated professionals and high-income families in British Columbia, Alberta, and Ontario. Its clients include physicians, dentists, lawyers, technology professionals, consultants, allied health professionals, and households earning $250,000 or more. Panorama acts as a personal CFO, bringing cash flow, tax strategy, investments, insurance, estate planning, and long-term goals together in one plan. Its Panorama Way begins with clients’ priorities and develops the plan collaboratively over 12 months, with ongoing updates as circumstances change.

The firm charges flat fees and does not sell financial products or earn commissions. Its services include corporate salary and dividend planning, coordination with clients’ accountants, fee analysis, and financial projections for decisions such as buying a home or clinic, receiving a large sum, navigating life changes, or making work optional. Panorama offers a one-time onboarding fee and a monthly planning fee, rather than charging a percentage of assets under management. Prospective clients can book a free initial call.