Matte & Associates Financial Solutions - Kelowna, British Columbia

Brad Janzen

Earlier this year i transferred my investments to Matte & Associates, it was a good trade. The firm came highly recommended from someone I trust and I have not been disappointed. I interviewed with Maurice and Chris and found them both personable and professional. Together we developed a portfolio strategy specific to my risk tolerance which was implemented upon the seamless transfer of my accounts. I appreciate the open communication and the teams willingness to promptly address my questions and concerns. I trust this team with my money and i am confident in their ability execute on our strategy.

Jackie Groat

Matte & Associates came highly recommended, to which I agree. The team were friendly and quick to respond to my needs. Chris explained things well while making great suggestions and giving time for me to think through my options. Chris has been fantastic to work with!

Celina Matte

Matte & Associates is an incredible team of professionals I've had the pleasure of working with for the past seven years. Chris has been an outstanding financial advisor, helping guide me and build confidence during my financial journey! He is always thorough and professional, ensuring my financial plan aligns perfectly with my goals and future plans. He patiently answers all my questions and ensures I leave with the right information. I highly recommend Chris to anyone seeking a dedicated and knowledgeable financial advisor!

Michael Drew

I went to Chris for investment advice and wanted to transfer our Scotiabank investment accounts to his company. Everything went very smoothly and we were very pleased with the transfer. I highly recommend Matte & Associates! Chris and the team were such a big help with my financial planning and future investing. He clarified my retirement plan by working with RRSP, RIF, and TFSA to map out a solid plan. If you looking for a company that handles your investments in your interest you should consider Chris Matte as your advisor.

Kendra Norman

Reached out to Chris to see if he would review my investments, as I haven’t heard from my current financial advisor on anything in two years, other than standard reports one doesn’t fully understand. Chris reviewed and got back to me within a few days on how they were performing and improvements that could be made. I’m hoping I can move everything to Matte & Associates now, purely for the great service in taking the time and effort to explain to me what I hoped my current advisor would do.

Emilia Dudova

I became a client of Matte & Associates Financial Solutions in Spring 2023 and was genuinely impressed by their service.

Big thanks to Chris & Maurice who crafted a clear financial roadmap for me, outlining investments and insurance strategies to help achieve my financial and personal goals. I was guided on home-buying preparations, retirement savings, and family protection through insurance.

I am so amazed by the professionalism, attention to detail and welcoming family-feel of the whole crew who has worked with me. I'm definitely now a lifetime customer!

P.S. Associate pictured is an added bonus

Frank Fleischmann

Went to Chris for investment advice and wanted to transfer our Manulife investment accounts to his company.
Everything went very smoothly and we were very pleased with the transfer.
He invested our money how we liked it.
We hope he will continue his good work for the coming future.
If you looking for a company that handles your investments in your interest you should consider Chris Matte as your advisor
Frank and Gabriele Fleischmann

Claudia Mang

I had been searching for a financial advisor for some time when I came across Chris Matte on social media. I set up an appointment and found him to be very knowledgeable and personable. Happy to be on the right path - thanks for the advice, Chris!