Helping You Secure Your Financial Future

About Us

a•re•te [ahr-i-tey] Excellence of any kind. The act of living up to one's full potential.

Here at Arete Financial Inc, we understand the importance of family and providing the best expertise and resources to meet your financial needs. We don’t look at you as a number but as a part of the Arete family. Our dedicated advisors provide you with a warm and friendly atmosphere where you can feel secure knowing an experienced financial partner is there to support you every step of the way. Any financial situation you have matters to us; your success is our success.

Putting Your Needs First

Our advisors work together on your behalf to offer you custom-made solutions that are tailored just for you.

As a team of friendly and passionate wealth management professionals, we’re continuously working hard to ensure we stay ahead of the latest trends so we can provide only the best possible options for your financial future. Our coordination allows us to help you save time, remove any uncertainty, and find you a solution that puts your best interests first.

What matters most to us is providing you with a stable and secure financial future where you can feel comfortable. We’re here to be your long-term financial partner; get in touch with us today and we’ll help guide you through life’s financial stress.

Areas Of Expertise

We have you covered.

Retirement Planning

Estate Planning

Tax Planning

Insurance Solutions

Budgeting

Debt Management

Meet the Team

Jason Perri CFP CLU

Financial Planner and Owner of Arete Financial Inc. Investment fund Advisor with Investia Financial Services Inc.

Jason Perri brings with him a wealth of knowledge for providing our clients with dependable financial solutions. Continuing to evolve and grow is an asset needed in this industry and Jason has it, from staying on top of trends to navigating market fluctuations to the ever-changing retirement landscape, he's ready for any challenge. Since 2002, he's been in the financial advisory industry, earning his designation for CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter), so you know you're in good hands. Having built a long-lasting relationship with our clients throughout the years, Jason can understand, personalize, and build plans for your financial goals and provides only the best solutions for your unique needs.

Shelley Levesque

Administrative and Licensed Assistant

Shelley Levesque has been with the Arete Financial Inc. family since 2013 and has been a welcomed asset since the day she began. She is the backbone of Arete Financial, helping keep our office running flawlessly, and to top it all off, she's our resident Investia expert. Along with earning her mutual funds license, Shelley brings with her a client-first approach that provides our clients with dedicated support, something they've come to know and love about Arete Financial. If your advisor is unavailable, Shelley will be there to make sure that all your needs are met.

I’m very happy with Jason and how knowledgeable he is. He knows that I hate talking about money but he tells me that’s ok because he loves talking about it! I feel very comfortable knowing that Jason is looking after things for me and I appreciate his encouragement even though my portfolio isn’t huge. I would (and have) highly recommend him to others.

Chris Lowe was absolutely phenomenal to deal with. He was able to help get our company set up with group benefits from inception to completion with a tremendous amount of patience and flexibility to our working environment.

I appreciate how Jason takes the time to explain things in words I understand. Shelley and the office staff are always on top of things, even when I'm not. With their help, my modest investments have already grown, and I'm eager to continue working with them in the future.