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Our Story...



integrity  |  fairness  |  kindness

      

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 two decades behind Maurice in the business, Brad found a mentor that had built his practice the right way. In Brad, Maurice had a friend that brought a wealth of education and exuberance to their interactions. As in all great friendships, they each brought their unique style and, together, have fostered an environment of support and growth.

When asked why they 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 men, 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 consistently been recognized and honoured as a Top Advisor or Top Overall Advisor by Manulife. This recognition for his business and services has been awarded annually across Regional Awards and National Awards including a Triple Crown Award for Consistent Business Across All Product Lines and Best Financial Advisor, by Annual Reader’s Choice Awards, Okanagan Life Magazine.

Five Star Master Builder

Manulife

There are five levels in the Manulife's Master Builder Program and each is identified with a star. For outstanding achievement, Maurice Matte is recognized as a Five Star Master Builder. The Program recognizes and honors advisors who achieve consistent levels of production and has been Manulife’s most prestigious advisor reward and recognition program since 1961. 


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 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


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. 


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.


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 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. 


Business Partners