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Our Blogs

Prudent Investors re Rewarded by Time-Honored Principles Thumbnail

Prudent Investors re Rewarded by Time-Honored Principles

Today I’m sending you a letter to remind us about how our emotions interact with all aspects of our lives, including our financial affairs. Globally speaking, it’s a highly consequential time in our lives and it’s important to be mindful of how markets tend to react during such uncertainties.

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🗓️ Book a Meeting Thumbnail

🗓️ Book a Meeting

Booking a meeting at Matte & Associates is easy! We have a new online system where you can schedule your own appointment whether it be for a phone call, a virtual meeting, or in-person.

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It's the Season of Giving! Thumbnail

It's the Season of Giving!

Giving changes everything! Matte & Associates is excited to support local children in need this holiday season by participating in the Kelowna Sunrise Rotary Club's Season of Giving Calendar fundraiser.

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Medical Risk-Management Thumbnail

Medical Risk-Management

Did you know that before the age of 65, a 40 year old male has a 33% chance of becoming disabled? These events can have a drastic impact on your plan. Learn more...

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Finding Financial Freedom Thumbnail

Finding Financial Freedom

Let us help plan for life’s financial what-ifs so you can enjoy each day to the fullest! Call, book, or email us today to set up a meeting to discuss your options.

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Mortgage Insurance vs. Life Insurance Thumbnail

Mortgage Insurance vs. Life Insurance

Are you missing out on savings with your expensive mortgage insurance? Not only is mortgage Insurance more expensive but it is far less efficient compared to an insurance company’s coverage. Learn more...

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Key Person & Buy Sell Agreements Thumbnail

Key Person & Buy Sell Agreements

Do you know anyone who owns a company with 2 or more shareholders? We work with individuals in this situation to fund a share purchase through life and disability insurance. Learn More...

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Plan for the Unexpected: Critical Illness Thumbnail

Plan for the Unexpected: Critical Illness

A sound financial strategy incorporates strong risk management tactics. How would your portfolio be affected if you developed an illness and fell behind on your goals? An illness can have a major impact on your retirement goals, and it happens more commonly than you would think.

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Welcome Amanda! Thumbnail

Welcome Amanda!

We’re excited to announce our newest addition to the Matte & Associates team, Amanda Wendt!

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Market Update: Q2 2021 Thumbnail

Market Update: Q2 2021

The global economy led by the U.S. continues its gradual recovery—supported by economic reopening and COVID-19 vaccine distribution. Stronger consumption is expected through 2021 fueled by consumers with excess savings and pent-up demand for goods and services...

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