Associate Financial Planner
Mallory Pearson is an Associate Financial Planner at the Gold Seal Financial Group and works diligently to ensure that our clients receive the best possible service. She is a CERTIFIED FINANCIAL PLANNER® professional, the most widely recognized financial planning designation globally that is considered the standard for the profession. Her 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 Tanya Wilson at an independent brokerage, and is now a part of the Gold Seal Financial Group at Wellington-Altus Private Wealth.
When she is not in the office, 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.
The most widely recognized financial planning designation in Canada and worldwide, the CERTIFIED FINANCIAL PLANNER® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP® certification is considered the standard for the financial planning profession worldwide. CFP® professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.