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About Us

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

*Any reference to Matte & Associates refers implicitly to Matte & Associates Financial Solutions.


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”.



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.


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


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


Pinnacle Level of Recognition with Manulife - Maurice Matte



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

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. 

Maurice Matte, BBA  Photo
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Maurice Matte, BBA

President, Account Representative

Maurice Matte, BBA 

President, Life Insurance Agent - M.J. Matte & Associates Inc.
Account Representative - Manulife Wealth Inc.

Maurice graduated from Simon Fraser University in the Faculty of Business. He completed a double concentration in Finance and Management Information Systems.

Maurice began his career in the financial services industry within one of Canada’s chartered banks. He soon realized that the objectives of the bank and those of the clients he was serving were not compatible so he looked for an opportunity where he could help serve the needs of clients without constraint. That search led Maurice to seek a career where he could carefully match clients’ needs with appropriate financial solutions. As a result, he sought to start his own advisory practice through the sponsorship of Manulife Financial in 1995.

Maurice worked very long hours to build his practice and within a few short years he became one of Kelowna’s well-recognized and respected advisors. In 2009, he was one of the youngest Manulife-sponsored advisors to achieve the very special Five Star Master Builder award. Maurice has also achieved the Pinnacle level of recognition with Manulife, which is reserved for less than 1% of all advisors under contract.  Manulife has consistently awarded Maurice for his work at the annual Tradition of Excellence celebrations. Please refer to our “Awards and Accolades” page for more information. Maurice attributes realizing these tremendous milestones to the ongoing strength and support of his best friend (his wife, Isabel), mentorship from some of the best minds in the business, a strong personal faith, true friendships, the hard work ethic he learned from his father, and his keen desire to serve the needs of others.

Maurice has worked in many volunteer capacities over the years through his local Catholic Church community and other organizations.

In Maurice’s words…. “The driving forces in my life are Faith, my wife Isabel, and our three children, now young adults (Brian, Christopher, and Celina). I have learned that I am most fulfilled when serving the needs of others. I am told that I have the gift of relating to people in matters of trust and finding creative solutions for difficult challenges. Aside from my faith and family, I’ve been blessed to have a network of mentors and friends who’ve helped me grow personally and professionally. No matter what cards we’re dealt, I believe that attitude is the key to success in life. I am passionate about fairness, logic, the study of philosophy, and the principle: “pay-it-forward”. When I’m not working in an advisory capacity, I enjoy family activities, volunteering, fishing, grouse hunting, camping, boating, and travelling.

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Brad Wendt, BBA

Investment Funds Advisor

Brad Wendt, BBA

Investment Funds Advisor - Manulife Wealth Inc.
Life Insurance Advisor - M.J. Matte & Associates Inc.

Working with people, giving back and building lasting relationships were all essential factors when choosing a career. Helping clients reach their dreams or goals is the ultimate reward whether saving for a trip, a first home, post-secondary education for family members or ultimately retiring before they ever thought possible. Brad’s focus is not solely on investment returns but he also gives attention to incorporating all aspects of a clients’ financial picture in order to formulate a tailor-made solution, focusing on investment structures that are the most tax efficient and ensure financial soundness over the long term.

Entrepreneurship runs generations deep in Brad’s family. A strong work ethic was instilled from an early age with the family motto of “hard work pays off”. This early immersion into business grew Brad’s interest and passion for finance. Brad has known Maurice Matte for many years and, in fact, Brad’s first job was at one of Maurice’s businesses, Mission Super Wash. Brad’s curiosity about the financial world led to frequent discussions with Maurice and, as a result, he began job shadowing Maurice at Matte and Associates in Grade 10. By the time post-secondary considerations came around, the passion and interest had grown and there was only one consideration – the financial services industry.

Education is very important to Brad and, as the industry is continually evolving, staying ahead of the curve is paramount. Brad currently holds the FPSC Level 1 designation. Born and raised in Kelowna, Brad wanted to continue living and working in the valley so Okanagan School of Business was selected, offering the best possible education and allowing him to remain deeply involved in the local community.

The entrepreneurial bug bit after Brad worked at Maurice’s carwash – he opened his own automotive detailing company, B-rad Detail, at the age of 13. The business grew and ultimately funded his university education, bringing him even closer to his goal of being an advisor. B-rad Detail was built exclusively on referrals, affirming Brad’s great customer service, outstanding attention to detail and excellent communication – all traits he has brought into the practice. He would regularly work on high end, exotic and classic vehicles and his detail work can still be seen at many car shows and in private collections. If you ask really nicely, he may even detail your car on his day off!

Joining the Matte & Associates practice has allowed Brad to offer a value-added benefit, the expertise of the entire award-winning team! As a young advisor, Brad looks forward to creating a lasting relationship with his clients that spans through to their retirement.

In Brad’s time off, you will find him at local car events around the province or working on cars in his garage. He also has a passion for the outdoors – hiking, camping, snow sports in the winter and water sports in the summer and regularly enjoys all of these activities, and more, alongside his friends and family.

Chris Matte, BBA  Photo
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Chris Matte, BBA

Mutual Funds Representative

Chris Matte, BBA

Mutual Funds Representative - Manulife Wealth Inc. 


Chris Matte is an Advisor at Matte & Associates Financial Solutions, a family owned and operated boutique wealth management firm in Kelowna, BC. As a young advisor, Chris looks forward to establishing lasting relationships with his clients that span through to their retirement. This rapport allows him to create financial strategies tailored to their evolving goals and needs with quick personalized service that is only a phone call away. 

Early into his career, Chris discovered how the financial services industry, in general, tends to push clients into products that are not suitable for them. He experienced many individuals whose finances were spread thin among several institutions, held with both professionals and self-directed accounts, and provided little guidance and attention. Given this, he found that most people were not set up very well with their debt, investments, and insurance. As an advisor, Chris goes far beyond simply recommending and implementing a product. His goal is to holistically manage all aspects of his clients’ finances and educate them on the best products in the market so that they understand why and how they are benefiting, feel secure in their decisions, and develop a deeper understanding of wealth management. 

A comical story Chris likes to share is when he first told his dad, Maurice, that he would run the firm… He was only three years old! He remembers confidently exclaiming from the backseat of the car that he had the business covered should his dad die. Many years later and keeping to his word, Chris started working at Matte & Associates in 2016 where he learned the business from the ground up under the mentorship of the firm’s founder. 

Chris had a unique path into the financial services industry. Unlike most advisors, Chris was able to learn the back end of the business in its entirety as he gained experience in guiding the administrative team, processing transactions, and supporting retirement and investment plans. Chris was later awarded the Presidents Entrance Scholarship at the Okanagan School of Business where he completed his Bachelor of Business and Administration degree while continuing to work at Matte & Associates. During this time, Chris also completed his licensing for both insurance and investments via the Canadian Securities Course (CSC) and the Life License Qualification Program (LLQP). From there, Chris made a seamless transition into his advisership role at the firm upon completion of his degree in 2020 and is now working enthusiastically alongside his father Maurice Matte and fellow advisor, Brad Wendt. Ultimately, this path of education and experience makes Chris a well-rounded and skilled advisor because of the in-depth product knowledge, leadership, and business management experience he gained through his early years at one of Manulife’s top performing firms. 

Outside of the office Chris is an adventure seeker with a passion for the outdoors. He regularly enjoys hiking, golfing, camping, dirt biking, snowmobiling, and skiing. He can be found doing this and more alongside his friends and family throughout the beautiful Okanagan Valley where he was born and raised. Chris is also a skilled guitar player and loves exploring local wineries and patios.

Laura Shepherd, BBA Photo
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Laura Shepherd, BBA

Client Services Manager

Laura Shepherd, BBA

Client Services Manager

Bio coming soon.

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Anna Collins

Executive Assistant

Anna Collins

Executive Assistant

Bio coming soon.

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Annette Lemieux

Administrative Assistant

Annette Lemieux

Administrative Assistant

Bio coming soon.