Matte & Associates Financial Solutions
Committed to understanding our clients financial needs and objectives
Matte & Associates Financial Solutions has over 20 years experience and can offer financial advice and solutions to individuals, families, corporations, charities, and non-profits. We focus on clients overall results, not just what they earn on investments, but what they keep after taxes and fees.
Kelowna ( (listen) kə-LOH-nə) is a city on Okanagan Lake in the Okanagan Valley in the southern interior of British Columbia, Canada. It serves as the head office of the Regional District of Central Okanagan. The name Kelowna derives from the Okanagan word kiʔláwnaʔ, referring to a male grizzly bear.Kelowna is the province's third-largest metropolitan area (after Vancouver and Victoria), while it is the seventh-largest city overall and the largest in the Interior. It is the 20th-largest metropolitan area in Canada. The city proper encompasses 211.85 km2 (81.80 sq mi), and the census metropolitan area 2,904.86 km2 (1,121.57 sq mi).
Andrew Smith - Royal LePage Kelowna, Athans, Belgo - Black Mountain, Big White Ski Resort, Bliss Bakery - Kitchen, Coldwell Banker Horizon Realty - Kelowna, Cultural District, Distinctive Development Ltd, Dosa Crepe Cafe, Downtown, Downtown Kelowna Association, Ellison Dog Park, Glenmore, Glenrosa, Hartman Road
Very kind, hardworking, trustworthy and knowledgable group of people!
I have every confidence that I
I was referred to this company from Manulife and am sure glad I was. From the original phone conversation, to the office greeting and the appointment itself this company was both professional and knowledgeable. My current needs were met and there looks to be good potential for more business in the future. Thanks again Chris and Amanda- Hope to see you both soon Jamie Willoughby
I would highly recommend Matte and Associates. A great financial advisory firm who are professional, knowledgeable and trustworthy.
I have been working with Matte & Associates for over a decade. Their deep rooted values drive them to deliver excellence in everything they do. Despite market volatility, family changes and all the financial needs that have evolved over my life, Maurice and his team have been there every step of the way.
Matte & Associates has the best customer service you could ask for. If you
Matte & Associates are an awesome team of financial advisors who have always made us feel like they have our best interests at heart. They go above and beyond to take care of our financial planning needs and are helping us achieve our future retirement goals. Thank you to the whole office team for your great customer service!
Matte and associates have been doing a great job of managing my assets including developing a practical and attainable retirement plan as well as helping me to achieve my short term financial goals. My financial advisor (Brad) has been incredibly easy to work with, he listens my wants/needs/abilities and provides options in a manner that even a financial simpleton like myself can understand. Until I started working with this team in Kelowna I didn
We believe in people and you won’t find a better more honest group than at Matte and Associates. We run all our business through this financial institution. They have fantastic investment, insurance and banking solutions that help us achieve our goals.
Very happy dealing with Matte and Associates. They go the extra mile. Have been very generous helping out our children manage their money as well. We have complete trust that our investments are in good hands here.
The team at Matte & Associates have partnered with us for an annual Charitable Event benefiting Freedom
Matte and Associates - can not say enough good things about this group. Community oriented, trustworthy, honest, long term forward thinking team. That
My family has been working with Maurice and team for many years. always trustworthy. great service. looking out for our best interests. Always treated like we are part of the family.
Maurice and team are trustworthy and transparent in how they work with people. Their first instinct is doing what is in the best interests of their client . . who become friends over time. Love Maurice and all his staffers!
Matte and Associates - trustworthy, honest, professional and ethical. That
Matte and Associates are great financial advisors assisting with investments and insurance!
Maurice and his staff are great! I felt welcome the moment i walked into the office! They offer fantastic services! Recommend a visit!
First criteria for me is Character, second criteria is Abilities. This office rates 5 Stars on both criteria... Couldn't ask for better!