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Managing What Matters

We focus on our clients’ overall results – not just what they earn on their investments but what they keep after taxes and fees.

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Matte & Associates Financial Solutions

Matte & Associates Financial Solutions, located in the beautiful Okanagan Valley, is dedicated to helping customers achieve lifetime financial security. With over 20 years of experience, Matte & Associates can provide financial solutions and advice to individuals and families, corporations as well as charities and non-profits. These solutions include investments such as RRSPs, RESPs and TFSAs and non-registered investments. Matte & Associates can also assist with life insurance, critical illness insurance, disability, travel insurance and personal health services plans.

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, Matte & Associates Financial Solutions has received numerous awards over the years helping our clients including Manulife Financial’s highest honour, the Five Star Master Builder.

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.