Matte & Associates Financial Solutions

01/23/2024

10/20/2023

🌟 Leave a legacy, not a burden!

➡️ Our new KelownaNow article delves into the important topic of estate planning. How can you ensure your assets smoothly and discreetly pass into the right hands after you’re gone?

🔗 Discover how Segregated Funds provide a direct, private, and efficient pathway to inheritance, minimizing stress and legal delays (https://linktr.ee/matteandassociates).

👣 Ready to take the next step? Reach out to us today by calling, emailing, or booking an appointment to review your estate structure.

250.869.8695

[email protected]

https://matteandassociates.com/kelowna-appointment-bookings

09/15/2023

Planning a vacation? ✈️ Buying a vehicle? 🚗Purchasing a home? 🏠

If you ever have a question that involves a dollar sign, your financial advisor should be the first person you contact! We'll help walk you through the purchasing decision and have a strong network of local professionals we can leverage during the process.

Book an appointment with one of our expert advisors today and let Matte & Associates Financial Solutions help you create, maximize, and protect your wealth.

🗓️ https://matteandassociates.com/kelowna-appointment-bookings

09/04/2023

🚗🌭🎁 Join us this Friday for the 7th Annual Charity Car Wash & BBQ!

All vehicles coming through Mission SuperWash between 9-4pm on Fri, Sep 8th will be washed by our volunteers on a donation basis towards Freedom's Door Kelowna. In exchange, customers will receive a free car wash, a BBQ lunch, a goodie bag, and the opportunity to win great prizes!

We encourage everyone to come out and show their support. Every car wash, every conversation, and every contribution counts. See you there!

Proudly hosted by , , , and

08/30/2023

While the recent fires may be under control, the challenges and hardship for many families is still very real.

Our latest article on details how various financial institutions are providing relief options to help those affected.

➡️ https://www.kelownanow.com/watercooler/news/news/Wealth_That_Works/Financial_Relief_for_Forest_Fire_Victims/

Please share this message with anyone you know who has been impacted by wildfires or reach out to Matte & Associates Financial Solutions and we can either directly assist or connect with those who can.

08/30/2023

While the recent fires may be under control, the challenges and hardship for many families is still very real.

Our latest article on KelownaNow details how various financial institutions are providing relief options to help those affected.

➡️ https://www.kelownanow.com/watercooler/news/news/Wealth_That_Works/Financial_Relief_for_Forest_Fire_Victims/

Please share this message with anyone you know who has been impacted by wildfires or reach out to Matte & Associates Financial Solutions and we can either directly assist or connect with those who can.

08/28/2023

Thrilled to receive such kind words from a valued client! At Matte & Associates Financial Solutions, we count ourselves fortunate to work with a great variety of clients from corporations and families, to individuals, charities, and non-profits.

If our services have positively impacted you too, we'd love to hear about it! Your Google reviews help us reach more individuals in need of holistic wealth management. Thank you for being part of our journey!

Leave a review: https://g.page/r/CfErB8JhPUMjEB0/review

08/21/2023

The Freedom’s Door Charity Car Wash, set for this coming Friday Mission SuperWash, is being postponed to Friday, September 8th!

We do this out of respect for the situation in our community and a desire to focus on those in need and on our firefighters and first responders.

We extend our prayers and best wishes to those who are struggling and working so hard to bring calm to our community.

We thank those who have attended and supported our car wash in the past and invite you to come out and support Freedom's Door Kelowna on September 8th.

08/18/2023

Our city is in a state of emergency and we want our families, friends, and clients to know that we are here for you! Our office is safely away from the fires and we are able to receive any and all calls to those needing support during this challenging time. We can be reached at 250-869-8695.

Manulife has also provided detailed information on the available financial relief options and measures that have been put in place to ensure you receive uninterrupted coverage and service. Follow the link below for information on how to access these support resources.

https://www.manulife.ca/content/consumer-portal/en_CA/personal/support/affected-by-wildfires-faq.html

Please continue to stay safe, stay informed, and remember that we are here for you.

Sincerely,

Maurice, Brad, Chris and the team at Matte & Associates Financial Solutions

08/17/2023

Meet the faces of financial solutions: Maurice Matte, Brad Wendt and Chris Matte!

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!