Mallory Pearson, BCOMM, QAFPTM Associate Financial Planner

Mallory Pearson is an Associate Financial Planner at the Cadence Financial Group and works diligently to ensure that our clients receive the best possible service.  Her main focus is to provide advanced financial, tax and estate planning strategies to our clients, focusing on areas such as tax mitigation, maximizing government benefits and overall financial planning education and advice.  She is also available to our clients for all of their high-level service needs.

While earning her Bachelor of Commerce at the University of Saskatchewan, Mallory worked at a major Canadian bank developing industry knowledge and superior client service. Although she enjoyed the opportunity, following graduation Mallory left the banking world in order to experience a year of solo-backpacking through South America and Asia. After returning to Canada, Mallory moved from her home province of Saskatchewan to British Columbia and joined Raymond James, and is now part of the Cadence team. Since joining the firm, Mallory has become fully securities licensed and a Qualified Associate Financial Planner (QAFP™). In her pursuit of continuous development, she is now working towards the Certified Financial Planner (CFP®) certification, the gold standard in financial planning worldwide.

When she is not in the office or studying, Mallory’s hobbies focus on getting outdoors and enjoying the natural beauty of B.C. She spends much of her summer biking, hiking, or playing pitch and putt at Stanley Park. Her favorite winter activity is snowboarding, and she makes a habit of going up to Cypress Mountain several nights a week