Different By Design
Depend On Down-to-Earth Experts
When you sit down with our team, you won’t be overwhelmed by financial jargon. Instead, you’ll find a genuine desire to understand your goals and dreams. For us, it’s not just about managing money; it’s about building relationships based on trust and open communication.
Rich In Relationships & Resources
As an Investia Financial Services Inc. affiliate, we offer over thirty years of experience. This partnership boosts our expertise and gives us access to a vast network of resources. With Investia's support, we can offer innovative solutions and personalized strategies to help you reach your financial goals.
Empowerment Through Transparency
We’re committed to straightforward communication, so you always know what to expect. This transparency gives you control over your financial journey, helping you make informed decisions with confidence and peace of mind.
Hands-On & Forward-Thinking Guidance
At Arete Financial, relationships come first. Whether you want to manage your investments independently or need a steady guide, we support you. Our experts understand your needs and provide proactive strategies for a clear, efficient, and peaceful financial future.
Meet Our Team
Jason Perri CFP CLU
Financial Planner and
Owner of Arete Financial Inc.
Investment fund Advisor with Investia Financial Services Inc.
Chris Lowe
Investment fund Advisor with Investia Financial Services Inc.
Adam Davies
Investment fund Advisor with Investia Financial Services Inc.
Shelley Levesque
Administrative and Licensed Assistant
Steve Klein
Administrative Assistant
Jessie Phillips
Administrative Assistant
Stefanie Perri
Accounts Receivable/Payable and Bookkeeper
Trusted Testimonials
Get In Touch
We know you have a busy lifestyle, so we prioritize flexibility. Whether you prefer face-to-face meetings, virtual consultations, or flexible scheduling, we’re here to make financial planning as easy and convenient as possible.
