Trish Matheson Investment Representative
Kelowna Office

Trish Matheson is an Investment Representative with the Cadence Financial Group. She oversees and works with the partners on complicated processes such as corporate structures, trusts, estates and compliance. She began her career in the financial services industry over 25 years ago, at a mutual fund company based out of Winnipeg. Having fulfilled a variety of different roles throughout her career, she has gained extensive knowledge in wealth management, insurance administration, and compliance practices. This knowledge, coupled with her acute attention to detail, enables her to execute upon various administrative practices that bring value to the team and ensures clients feel confident that their portfolio is being handled with precision and efficiency. Trish has also completed the Associate Financial Advisor and the Branch Manager’s courses through the Canadian Securities Institute.

As a busy mother of two, you can often find Trish in her car shuttling her kids between various soccer & dance activities or cheering them on from the sidelines.