310 Queen St W, Cambridge, ON N3C 1G7

Tel:           1 519 651-2572

Toll Free:   1 866 779-6358

Fax:          1 519 651-2571

 

Email:     arete@aretefinancial.ca

Meet the Team

 

Jason Perri CFP CLU
Financial Planner
Owner of Arete Financial Inc.
Investment fund Advisor with Investia Financial Services Inc.

 

Jason has been a licensed advisor since 2002, when he joined the organization alongside his father Frank.  He quickly earned his Certified Financial Planners designation (CFP) and has now obtained his Chartered Life Underwriters designation (CLU).

 

Shelley Levesque, Administrative and Licensed Assistant

 

Shelley joined our team in July of 2013 when she relocated back to the Cambridge area.  She had worked with us in the past and we were very excited to bring her back.  She shares in the day to day operation of Arete Financial Inc. and can handle any issues that clients need addressed

 

Rav Badial B.Math
Investment fund Advisor with Investia Financial Services Inc.
 

Rav joined us in November of 2013.  He has been in the industry with Freedom 55 Financial since 2004 and has had many successes working on his own.  That being said, he joined our team to help to grow his career and our business at Arete Financial Inc. 

Areas of Expertise


Retirement Planning

Estate Planning

Tax Planning​

Insurance Solutions​​​​

Budgeting

Debt Management​​​​​

 

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.

 

At Arete Financial Inc, we are a family run business that truly understands the importance of getting to know our clients on a personal level.  Our advisors are dedicated to servicing our clients over the long term, so you can take comfort in knowing that the advisor you work with today, will be with you for years to come. Together we will assess your needs and establish realistic goals to help you plan for your financial future.

 

Our committed and experienced advisors will work directly with you to review your income and expenses and help you efficiently plan for your future or for any of life's unexpected challenges.

 

As active investment partners, we are continually adding to our accreditations and credentials to ensure we provide you with the most up to date and relevant solutions available on the market.

 

Call us today.  We look forward to sharing our knowledge and advice with you!