


Matte & Associates Financial Solutions
Financial Services • Kelowna, British Columbia, Canada • 1-10 Employees
Key Contact at Matte & Associates Financial Solutions
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.
| Format | Example | Percentage |
|---|---|---|
{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
Matte & Associates Financial Solutions revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Matte & Associates Financial Solutions has never raised funding before.
Frequently asked questions
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