Matte & Associates Financial Solutions

Juanre Naude

Trustworthy

Very kind, hardworking, trustworthy and knowledgable group of people!

Daniel Blais

Retirement Plan

I have every confidence that I

Jamie Willoughby

Manulife

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

MS

Financial advisory firm

I would highly recommend Matte and Associates. A great financial advisory firm who are professional, knowledgeable and trustworthy.

Stacie Joosten

financial

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.

Brett Martyna

Investments

Matte & Associates has the best customer service you could ask for. If you

Anna C

Retirement

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!

Chris Seib (Queso del Diablo)

Reyirement Plan

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

Sebastian Motora

Investment

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.

Teresa and Rob Plaxton

Investments

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.

Mission Superwash

Chartible

The team at Matte & Associates have partnered with us for an annual Charitable Event benefiting Freedom

Ken Hart

financial advisory firm

Matte and Associates - can not say enough good things about this group. Community oriented, trustworthy, honest, long term forward thinking team. That

Grant Matichuk

Trustworthy

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.

Jonathan Friesen

Maurice

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!

Tom Burzuk

financial advisory firm

Matte and Associates - trustworthy, honest, professional and ethical. That

Chase Ashley

great financial advisors

Matte and Associates are great financial advisors assisting with investments and insurance!

Shaun Alexander

Maurice

Maurice and his staff are great! I felt welcome the moment i walked into the office! They offer fantastic services! Recommend a visit!

Sam Fisher

Character

First criteria for me is Character, second criteria is Abilities. This office rates 5 Stars on both criteria... Couldn't ask for better!