Meet The Team Our Experienced Advisors provide expertise and support to meet your every financial need. 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. Chris Lowe Investment fund Advisor with Investia Financial Services Inc. Chris Lowe began his career in the Financial Services Industry in 2015 with a large insurance company, where he acquired a great deal of knowledge and skills. Building his strengths in client growth and wealth management, Chris was able to branch out and become the perfect asset to our Arete Financial Inc. family. Chris brings with him a holistic approach to financial planning; when you mix in his engaging personality, it gives our clients a sense of relief. The addition of Chris to the Arete Financial team has allowed us to further help our clients grow their wealth, provide the right insurance solutions, and protect families when they need it the most. Adam Davies Investment fund Advisor with Investia Financial Services Adam joined the Arete Financial team in 2023. His excitement and energy for this business assure us that his success is inevitable. His passion and dedication will serve him well as he works with clients and the other advisors to grow his practice. Adam is also on his way to his Bachelors of Commerce in Accounting at U of G. The knowledge he acquires there will certainly help clients with their financial plans. Steve Klein Administrative Assistant Steve Klein joined our team during a turbulent year. As the markets were changing at a fast pace, we needed a team member that could approach our client's situations with dedication and determination. With Steve on our side, we never missed a beat with our client's needs. His attention to detail is what makes him a unique and perfect fit for our team, and he's a welcomed asset. Steve will only continue to grow as he works with our clients to handle the behind-the-scenes document work. Ann Marie Perri Administrative Assistant Ann Marie has become an invaluable part of our team. You'll probably talk to her first when you call the office and she's quickly learning the many aspects of this business. She brings with her a wealth of knowledge in regards to practice management and efficiencies, and our office is benefiting from her experience. Jessie Phillips Administrative Assistant Jessie joined Arete Financial in early 2023 to help with our growing client base. She works closely with Chris Lowe, dealing with many of our clients and helping with their needs. When you meet Jessie, you know immediately that you're in good hands. Stefanie Perri Accounts Receivable/Payable and Bookkeeper Stefanie manages our accounts and looks after our payroll. She is in charge of the behind-the-scenes running of Arete Financial Inc.