We focus on our clients' overall results - not just what they earn on their investments but what they keep after taxes and fees. With over 20 years of experience, Matte & Associates Financial Solutions can provide financial solutions and advice to individuals and families, corporations as well as charities and non-profits.
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 services were recommended to us by a friend who has been a client for over 20 years and like him we have not been disappointed. The returns on our investments to date are outstanding and his emphasis on preserving capital is most reassuring.
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 services were recommended to us by a friend who has been a client for over 20 years and like him we have not been disappointed. The returns on our investments to date are outstanding and his emphasis on preserving capital is most reassuring.
Services
Like all great stories, this one begins with two friends. It was refreshing to find another individual in the financial industry with similar views on how to run a business. Although two decades behind Maurice in the business, Brad found a mentor that had built his practice the right way. In Brad, Maurice had a friend that brought a wealth of education and exuberance to their interactions.
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. Whether you're investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow.
Holistic financial solutions identifies and takes into consideration the entirety of a client's financial situation both present and future. When the client receives completely inclusive or complete holistic advice, they are far better able to make decisions that insure that their total objectives are more realistically obtained.
As a new investor, and after hearing stories about investing scams, I felt intimidated and nervous about trusting someone with my hard-earned money. A family friend recommended Matte and Associates to me. I originally spoke with Mike, who made me feel at ease right from the start. He went out of his way to get to know me, even visiting me in the city where I reside.
Reviews (11)
Gina Idungafa
Dec 13, 2021
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Making money through Forex/Binary Trade is a prominent opportunity to make a beneficial standard living, I realized that through my investment with MR ARNOLD CLARK a very skilled Forex broker/Trader, I wouldn't have completed my project which I started since the beginning of the year. Traded $500 on MR ARNOLD platform and was credited $6,900 after… 7 days Trade. I'm the Happiest person on earth right now because l completed my house project, Never before have I seen a Forex broker so dedicated, hard-working, and yet still tenacious at the same time. You’re an inspiration to all of
Chris Seib Queso Del Diablo
Dec 11, 2021
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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't even realize how many different solutions there could be to helping me prepare for retirement and I can absolutely say that I think engaging with them
Brett Martyna
Nov 22, 2021
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Matte & Associates has the best customer service you could ask for. If you're looking for local advice in Kelowna on investments, insurance or financial advice, then this is your one stop shop. They are always very professional, friendly and supportive. They understand my unique personal financial and life goals. I am happy knowing that I am well taken care of by Matte & Associates. I highly recommend this company!
Anna C.
Nov 17, 2021
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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!
Chase Ashley
Nov 11, 2021
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Meal Prep For You
Nov 10, 2021
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Ken Hart
Jan 19, 2021
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Teresa & Rob Plaxton
Dec 28, 2020
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Grant Matichuk
Dec 24, 2020
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Sebastian Motora
Sep 13, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
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.
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.
Mission Superwash
Aug 26, 2020
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The team at Matte & Associates have partnered with us for an annual Charitable Event benefiting Freedom's Door Drug and Alcohol Rehabilitation Center, here in Kelowna. They are a community-first business and have put the needs of our city's most vulnerable at the forefront of their efforts. We look forward to another wonderful charity car wash event August 28th, 2020!! Thank-you Matte & Associates!!