Managing what matters
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Matte & Associates Financial Solutions understanding our clients financial needs and objectives for over 30 years. Read more here
SERVICES & SOLUTIONS
- Investment Solutions
- Insurance Solutions
- Retirement Planning
- Estate Planning
- Business Solutions
- Banking Solutions
- Read more here
Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.
SERVICE AREAS
Kelowna and Surrounding Areas
"As a new investor, and after hearing stories about investing scams, I felt intimidated and nervous about trusting someone with my hard-earned money... [Matte & Associates*] went out of their way to get to know me, even visiting me in the city where I reside... ...I feel Matte & Associates* exemplifies honesty and integrity in how they conduct their business. Thank you for making me feel at ease. You have earned my trust."
-L.C
Over the years I have known Maurice Matte, I have been extremely impressed with the quality of advice on investment and estate planning, the performance of the investments, and the proactive tax strategies that Maurice has provided to both myself and my clients. It is great to work with someone as knowledgeable and professional as Maurice. I would not hesitate to refer clients, friends and family to Matte and Associates.
-Pat S.
Maurice had been providing Retirement and Estate planning for my in-laws as far back as the late 1990’s. I became aware of him at that time because my In-Laws liked to ask my opinion of what Maurice was proposing to them, since I was a Commercial Banker for over 35 years and am very conservative and risk adverse in nature. Maurice listened to my in-laws wishes and placed the funds he had on deposit for them in secure investments, which provided a relatively good return (even in times of fluctuating markets) and also provided a source of income.
-D.D



