3 Best Financial Services in Kelowna, BC

As a new investor, and after hearing stories about investing scams, I felt intimidated and nervous about trusting someone with my hard-earned money. A family friend recommended Matte and Associates to me. I originally spoke with Mike, who made me feel at ease right from the start. He went out of his way to get to know me, even visiting me in the city where I reside. He understood my needs, explained the market in a way I could understand and kept me informed about the ever-changing markets. Since then I have been working with Brad, who has taken over Mike’s book of business. He has proven to be very knowledgeable and an asset to the Matt and Associate team. I feel confident I am getting the same knowledge and expertise from Brad as we move forward building a great working relationship. He answers my questions, eases my concerns and shares good investment strategies with me. I am happy with the gains my investments have made and will continue to work with Brad in the future. I feel Matte and Associates exemplifies honesty and integrity in how they conduct their business. Thank you for making me feel at ease. You have earned my trust.

Maurice Matte’s services were recommended to us by a friend who has been a client of Maurice’s for over 20 years and like him we have not been disappointed. What has particularly pleased us is the broad scope of insight and advise Maurice gives including the place real estate plays in a balanced portfolio. The returns on our investments to date are outstanding and his emphasis on preserving capital is most reassuring. His staff are a pleasure to deal with. We unreservedly commend Maurice Matte and his team to you.

Maurice has been a valued client of our financial institution for over 14 years. As a lender I have had the pleasure of interacting with Maurice and his group of companies since 2004. Maurice handles all his financial affairs in an exemplary manner, and when it comes to completing complex commercial transactions, Maurice works with our financial institution from a business partner perspective, not just a client perspective. It is a pleasure knowing and doing business with Maurice Matte, his companies, and his family.

For the past four years, our company has entrusted Benewealth with a broad array of services, encompassing employee benefits, personal insurance, business tax consultancy, and comprehensive financial planning. Danny and his team distinguish themselves with their profound expertise and keen understanding of financial products. Their recommendations have been instrumental in optimizing our cost-efficiency and ensuring the seamless operation of our small business. What truly sets them apart is their commitment to collaboration. They actively engage with our business lawyer, accountant, bank, and bookkeeper, fostering a holistic approach to achieve our financial objectives and safeguard our employees' benefits. Benewealth's dedication to their clients' success is unequivocal. I wholeheartedly endorse their services to any business seeking to enhance their financial well-being and operational efficiency.

I had the pleasure of working with Danica to help my family set up the proper life and critical illness insurance's for my wife, daughter and myself. What an amazing experience. Danica was very receptive to our needs and helped us choose the best options for my family. We were so impressed with the quality of the service, we are in the middle of moving our entire portfolio over to BeneWealth Strategies and very excited to work with Danny and Danica to help build our financial portfolio and help our dreams turn into reality.

Daniel and his team have been amazing! Between helping me get my business up and running to helping me grow personally, they go above and beyond. They are always there when I need them and have offered some excellent advice and service every step of the way. I always look forward to my meetings with them and now feel like we are planning well for what ever the future may bring.