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Matte & Associates Financial Solutions

Matte & Associates Financial Solutions

Financial ServicesFlag of CAKelowna, British Columbia, Canada1-10 Employees

Company overview

Headquarters1789 KLO Rd, 203, Kelowna, British Columbia V1W 3P3, CA
NAICS52
Founded1995
Employees1-10
Socials

Key Contact at Matte & Associates Financial Solutions

Flag of CA

Maurice Matte

President

Matte & Associates Financial Solutions Email Formats

Matte & Associates Financial Solutions uses 1 email format. The most common is {first name} (e.g., john@matteandassociates.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@matteandassociates.com
100%

About Matte & Associates Financial Solutions

Matte & Associates Financial Solutions has nearly 30 years of service dedicated to helping customers achieve lifetime financial security. We seek meaningful, authentic long-term client relationships and we achieve them by listening to 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 personal and financial information so that we can create a sound, long-term plan together that is tailored to their preferences, concerns and particular 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. 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! Matte & Associates Financial Solutions is a trade name used to carry on business related to life insurance and mutual fund products. Mutual Fund products are sold through Manulife Securities Investment Services Inc. Insurance products and services are sold through M.J. Matte & Associates Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Securities Legal Disclaimer: www.manulifesecurities.ca/corporate-disclaimers.html

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Matte & Associates Financial Solutions revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Matte & Associates Financial Solutions has never raised funding before.

Frequently asked questions

Matte & Associates Financial Solutions is located in Kelowna, British Columbia, CA.
Matte & Associates Financial Solutions was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.
Matte & Associates Financial Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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