Description: Understanding our clients’ financial needs and objectives with Matte & Associates, Manulife Wealth Inc.' Financial Advisor in Kelowna, BC. Financial services near you specializing in Investments, Insurance, Retirement & Financial Planning and Tax & Estate Planning through Matte & Associates and Manulife Wealth Inc.
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With over 20 years of experience, Matte & Associates Financial Solutions can provide financial solutions and advice to individuals and families, corporations as well as charities and non-profits.
"As a new investor, and after hearing stories about investing scams, I felt intimidated and nervous about trusting someone with my hard-earned money... [Matte & Associates] went out of their way to get to know me, even visiting me in the city where I reside... ...I feel Matte & Associates exemplifies honesty and integrity in how they conduct their business. Thank you for making me feel at ease. You have earned my trust. "