Our team is built around a central objective: our clients’ success.
With talent and expertise across investments, research, technology, and other critical areas, we have organized ourselves so that each group can focus, without distractions, on its respective promise to our clients. Together with our business partners, Maurice Matte has received numerous awards over the years.
If you are in need of financial solutions or advice, we are here to assist you. Please contact Matte & Associates Financial Solutions today to set up an appointment.
What Our Clients Are Saying
L.C
"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."
M & V
"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. His staff are a pleasure to deal with. We unreservedly commend Maurice Matte and his team to you."
Pat S.
"I have been extremely impressed with the quality of advice on investment and estate planning, the performance of the investments, and the proactive tax planning that [Matte & Associates*] has provided to both myself and my clients... I would not hesitate to refer clients, friends and family to Matte and Associates*."
T. Smithwick
"I have been blessed over the past 15 years plus with a financial advisor who I can trust. I know my investments are safe and earning a good return. I know that the advice that I receive is in my best interests, as opposed to the interests of the advisor or investment company..."
*Any reference to Matte & Associates refers implicitly to Matte & Associates Financial Solutions.
SEE FULL TESTIMONIALS
Our Story
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 Brad was two decades behind Maurice in the business, he had found a mentor who had built his practice the right way. And in Brad, Maurice had a found a friend who brought a wealth of education and exuberance to their interactions. As in all great friendships, they each brought their own unique style and together have fostered an environment of support and growth.
The firm has expanded to include Chris Matte, Maurice’s son, to the team of advisors. Like Brad, Chris was inspired by the opportunities that a boutique wealth management firm like Matte & Associates Financial Solutions offers its clients and came with a passion and determination to continue reimagining the company and industry as a whole.
With the purpose of providing holistic financial services aligned with client’s goals, lifestyle, and ideals, Matte & Associates Financial Solutions has since grown to be one of Manulife’s highest performing firms.
When asked why Maurice, Brad, and Chris have been so successful together, they respond “We begin each day with respect, love, and honesty. We treat each other and all those we encounter with integrity, with fairness, and with kindness. We don’t do this to be successful in business, though that is a rewarding by-product. We do this because we strive to be better people, and ultimately to give more back to the world we are so fortunate to inhabit”.
OUR VISION
To continually be recognized as diligent leaders and trusted stewards to help our clients fulfill their life goals. We distinguish ourselves by being the most responsive and by being dedicated to delivering innovative solutions to our clients.
Our Values
Our mission is to achieve an unequaled standard of excellence in our profession. We strive to create, maximize, protect and foster our clients’ enjoyment of wealth through excellence in service and innovative financial product design. We do this by advocating for them to make informed financial decisions that reflect their value system, love of family, and commitment to community.
We seek meaningful, authentic long-term client relationships and we achieve them by listening 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 intimate, personal and financial information so that we can affect a sound, long term plan together that is tailored to their preferences, concerns and 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.
We don’t just say it, we practice it every day!"
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!
We always act with integrity and transparency. Everything we do is done to care for our clients’ best financial interests—from who we hire and partner with, to the research we conduct, to the strategies we develop, to how we interact with our clients. While our investment approach is structured and disciplined, it is also designed to account for the reality of dynamic markets. We continually evaluate data and seek new ways to examine relationships as markets evolve. This proactive approach also applies to the way we think about our clients’ total financial pictures ~ anticipating their needs and changing circumstances and positioning them for success within that context.
OUR DEDICATION
We are dedicated to helping others succeed. By nurturing and maintaining an open-door working relationship, we commit to researching, discussing and explaining our strategies to help ensure our clients remain fully protected in all areas of their lives throughout the good times and the bad.
Awards & Accolades
Since 2011, Maurice Matte has been a Top Advisors with Manulife Wealth Inc.. Manulife has consistently invited Maurice to attend the Tradition of Excellence celebrations as a Top Advisor. He has been recognized numerous times at this event.
Five Star Master Builder - Maurice Matte
Manulife
There were five levels in Manulife's Master Builder Program and each was identified with a star. For outstanding achievement, Maurice Matte was previously recognized as a Five Star Master Builder. The Program recognized and honored advisors who achieved consistent levels of production and was Manulife’s most prestigious advisor reward and recognition program from 1961 to 2017.
2017 Manulife's Triple Crown - Maurice Matte
Manulife
Pinnacle Level of Recognition with Manulife - Maurice Matte
Manulife
OUR ACTIONS
Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ and employees' lives, to our local community and to our society.
Community Involvement
FREEDOM’S DOOR KELOWNA
FREEDOM’S DOOR KELOWNA is a non-profit recovery home for male addicts. At Freedom’s Door, their addictions treatment program works. They know that addictions are fully treatable, and that addictions treatment is most effective when delivered through a Twelve-Step program supported by Christian principles. Freedom’s Door is a faith based program that has a high success rate – their four houses take a client from safety to stability and beyond. The program best serves men who do not require detoxification. Men who require detox should contact a detox facility.
If you would like to know more or would like to partner with them by making a donation, please contact the office at:
1279 Centennial Crescent
Kelowna, BC V1Y 6K3
Tel: (250) 717-0472
Fax: (250) 717-0495
24 Hour Phone (250) 717-0435
E-mail: freedomsdoor@shaw.ca
Kelowna College Basketball Society
It is the mission of the Kelowna College Basketball Society to create a sustainable men’s and women’s basketball program at Okanagan College in cooperation with Okanagan College and supported by the community. In doing so we will provide an opportunity for more young men and women to excel at a sport they love while pursuing further education. Within this basketball program it is our intention to educate and empower our players with confidence, commitment and integrity, so they can live a productive, successful life.
August Family Foundation
As written by Matt August… As two young entrepreneurs, born into a family with a long legacy in the Okanagan – we feel like the August Family Foundation is our way of giving back to the community that has given so much to us. With the passing of Gary August, we realized how the community touched him, and the life the community gave him. We realized this after the amazing amount of people who came forward with heartfelt memories and condolences; we knew he was an amazing person but didn’t know how much he touched the people around him. I then realized it’s not what you have in life, it’s the people in it that make the difference and for that, I thank him.
Our first event with the Central Okanagan Hospice Association was very important to us. The organization took unbelievable care of one of our own, Uncle Gary. The way that they were taken care of felt as though it wasn’t their job, it was their passion. Our focus with the August Family Foundation is to help charities within the Okanagan who have helped touched locals in the valley.
Shoe Bank Canada
Our mission is to ensure that all Canadians have access to a decent pair of shoes. Shoe Bank Canada collects shoes from warehouses of footwear companies and the closets of people like you. We distribute these shoes, free of charge, to people in need across Canada through food banks and other social agencies in conjunction with the Rotary Clubs. Our mission is to ensure that no Canadian should want for a decent pair of shoes.
Immaculata Regional High School
Immaculata Regional High School is a Catholic High School, established by the Catholic Public School Society of Nelson Diocese under the direction of the Kelowna Catholic Public School Council. Immaculata presents itself in service to the students and families in our Catholic community.
For the past 5 years, Matte & Associates has been offering a $1000 scholarship for post-secondary education. This amazing opportunity offers students in our community financial assistance to pursue their academic goals. Applicants must be related to a client in our firm, or a student enrolled at Immaculata Regional High School.
