Maurice graduated from Simon Fraser University in the Faculty of Business. He completed a double concentration in Finance and Management Information Systems. Maurice’s hard work led him to receive SFU’s coveted honor: “Dean’s List Accreditation”, an award given to the top few students in the Faculty of Business (a student body with over 4000 members).
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 planning solutions. As a result, he sought to start his own financial 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 financial advisors. In 2009, he was one of the youngest Manulife-sponsored advisors to achieve the very special Master Builder designation. Maurice has also achieved the Pinnacle level of recognition with Manulife, which is reserved for less than 1% of all advisors under contract. Each year, 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. With his close friend, Tom Smithwick, Maurice is one of the founding Directors of Freedom’s Door Drug & Alcohol Rehabilitation Centre. He volunteers on the Diocese of Nelson Financial Advisory Board for the Catholic Church and also organized a “Fathers & Sons” floor hockey group within his parish community designed to foster stronger relationships in families and the mentorship of teenagers.
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 a financial advisory capacity, I enjoy family activities, volunteering, fishing, grouse hunting, camping, boating, travelling, and tinkering with my commercial car wash.”
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 Maurice’s second business, 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.
Brad graduated from the Okanagan School of Business with a degree majoring in financial services. 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 enroute to the Certified Financial Planner 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 a financial 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 regularly worked on high end, exotic and classic vehicles and his detail work can 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 hiding in his garage tending to his detail business. 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.