Meet the faces of financial solutions: Maurice Matte, Brad Wendt and Chris Matte! @matteandassociates has served clients for nearly three decades, offering a broad range of financial planning services and innovative products and strategies to properly position clients for the present, plan for their retirement, and fill in any gaps that exist in between. “We have access to innumerable investment, banking, and insurance tools to implement plans stemming from the simplest to the most complex,” says Chris Matte, an advisor in the firm. Through ongoing client correspondence, educational events, and a strategic approach to investing, Matte & Associates works diligently to offer the best levels of financial advisory and administrative services in the marketplace. Read the full story at the link in our bio!
Matte & Associates Financial Solutions
Financial Services
Kelowna, British Columbia 59 followers
Nearly 30 years of service dedicated to helping customers achieve lifetime financial security.
About us
Matte & Associates Financial Solutions has nearly 30 years of service dedicated to helping customers achieve lifetime financial security. We seek meaningful, authentic long-term client relationships and we achieve them by listening to and understanding our clients’ financial needs and objectives. These two values can only be realized after spending time together, either in person or in conversation. Our clients share personal and financial information so that we can create a sound, long-term plan together that is tailored to their preferences, concerns and particular needs. Mutual trust and respect are essential to the relationship. Our goal as Advisors is to keep our clients informed and feeling secure about what is going on with their finances. We want to hear about their hopes, wishes and dreams and, over time, work with them to turn those desires into reality. We pride ourselves on maintaining the highest standard of client service and satisfaction. Our business has grown over the years because our clients regularly refer family, friends, neighbors and business colleagues. Referrals are the highest compliment and our clients’ success is our success! Matte & Associates Financial Solutions is a trade name used to carry on business related to life insurance and mutual fund products. Mutual Fund products are sold through Manulife Securities Investment Services Inc. Insurance products and services are sold through M.J. Matte & Associates Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Securities Legal Disclaimer: www.manulifesecurities.ca/corporate-disclaimers.html
- Website
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https://linktr.ee/matteandassociates/
External link for Matte & Associates Financial Solutions
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Kelowna, British Columbia
- Type
- Privately Held
- Founded
- 1995
Locations
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Primary
Get directions
1789 KLO Rd
203
Kelowna, British Columbia V1W 3P3, CA
Employees at Matte & Associates Financial Solutions
Updates
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👋 Say hello to your very own Personal CFO at Matte & Associates Financial Solutions! No more juggling between different professionals – we've got your back. Our team of expert advisors takes the complex information from your accountants, lawyers, and other specialists and distills it into clear, concise advice, helping you make the best decisions possible. Your financial clarity starts here! Reach out today and experience the power of having a dedicated team by your side 💪 ☎️ 250.869.8695 ✉️ info@matteandassociates.com 🗓️ https://lnkd.in/g43KFzVT
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💡While today's interest rates are attractive for cash-holdings, they can hold you back in the long term. ➡️ Our latest article with @KelownaNow is all about how to leverage your ‘Cash Wedge’. You’ll learn how to determine your optimal cash holdings, when it's the right time to transition from cash to investments and gain valuable insights on crafting a sound investment strategy. 👍 Let’s determine the optimal cash strategy for your financial journey today! 🔗 https://lnkd.in/g7ffxy6f #CashWedge #CashHoldings #Investments #InvestmentOpportunities #Interestrates #RetirementPlanning #FinancialSolutions
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🏆🎓 We're thrilled to congratulate the exceptional winners of this year’s Matte & Associates Financial Solutions post-secondary scholarship. Among a pool of inspiring applicants, Reine Alaji and Reece Legouilloux stood out for their profound insights and commitment to financial responsibility. Join us in celebrating their remarkable achievements and the impact they will make in their respective fields. Read more: https://lnkd.in/gh3zt4QK #Scholarship #Education #Community #PlanningForTheFuture #FinancialResponsibility #FinancialSolutions
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Imagine a summer free of financial stress. 🌞💰 Let Matte & Associates Financial Solutions be your guide to a worry-free season. Check out our latest article on KelownaNow, where we share valuable insights on how we can simplify your finances and help you embrace the summer joys without any financial burden. 🔗 https://lnkd.in/dF8QfJYE
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Join Chris this Thursday for an exclusive presentation to local business professionals focusing on how proper estate planning can completely avoid the nightmares of dealing with someone’s assets after death. 🗓️ Date & Time: Thursday, July 13th, 2023 @ 11:30am 📍 Location: Zoom (Online Event) This is a great opportunity to expand your knowledge and gain valuable insights from our esteemed advisor while connecting with like-minded professionals in the community. ➡️ To reserve your spot, please leave a comment, send us a message, or contact the office @ 250.869.8695 or info@matteandassciates.com. We would love to see you there!
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🏎️🏁 Join us at Area27 Motorsports Park for some adrenaline-fueled fun with a purpose at the 2nd annual Cars for a Cause event in support of the OSNS Legacy Foundation. This is a unique opportunity to book a co-pilot ride in your dream car for some thrilling laps around an exclusive track designed by F1 legend Jacque Villeneuve. Co-pilots will receive several laps in the car of their choosing and will be permitted to bring up to two guests with them to spectate. Co-pilot sessions begin at 11am and carry on until 4pm that afternoon. Crave Creative Kitchen will be serving up lunch and other refreshments in Area27’s clubhouse. While you’re waiting for your session, view cars lapping on track or take a walk through the show’n’shine area featuring gorgeous local cars. The proceeds raised from all co-pilot bookings will make a significant difference to kids with developmental challenges and their families across the South Okanagan Similkameen. Register today: https://lnkd.in/gpwQkkJ5 *Please note that pre-registration is required to attend the event* #CarsForACause #Area27MotorsportsPark #OSNSpenticton #OSNSlegacyfoundation #CraveCreativeKitchen
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Happy Canada day! 🐶❤️🍁 Tucker, our adorable office dog, is all set to celebrate in his finest Canada Day gear. Please note our office will be closed on Monday, July 3rd, to observe the holiday. We’ll be back and ready to serve you on Tuesday. Enjoy the festivities and have a fantastic long weekend! #CanadaDay #OfficeDog #LongWeekend #FinancialSolutions
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Join Brad Wendt this Thursday for an exclusive presentation to local business professionals focusing on the vital role of holistic wealth planning beyond investment returns. 🗓️ Date & Time: Thurs, June 29th @ 11:30am 📍 Location: Zoom (Online Event) Brad will shed light on the following key aspects: - Asset management - Risk management - Debt management - Tax planning This is a great opportunity to expand your knowledge and gain valuable insights from our esteemed advisor while connecting with like-minded professionals in the community. ➡️ To reserve your spot, please leave a comment, send us a message, or contact the office @ 250.869.8695 or info@matteandassciates.com. We would love to see you there! #HolisticWealthPlanning #InvestmentReturns #AssetMangement #RiskManagement #DebtManagement #TaxPlanning #Kelowna #Okanagan #Finance #FinancialSolutions
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📣 COMING SOON! Get ready for a fresh new advice column from the expert advisors at Matte & Associates Financial Solutions. Each month on KelownaNow we will be sharing practical, actionable, and FREE advice on optimizing your wealth, no matter where you are at in your financial journey. You’ll find a diverse range of topics including: 🏝️ savvy retirement savings strategies 💰 smart debt management techniques 🚘 tips for purchasing a new vehicle 🏠 saving up for your dream home Stay tuned for an enriching financial experience you won’t want to miss!