Serving Guelph, Cambridge, And Surrounding Areas
Your trusted partners in financial planning and retirement goals
At Arete Financial, 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.
- Financial Planning
- Retirement Planning
- Pension Experts
Need Financial Advice?
Certified Financial Planners
Fast And Reliable Service
Family Owned for 25+ Years
Licensed and insured
Fast And Reliable Service
Family Owned for 25+ Years
Our Services
At Arete Financial, we go beyond basic planning to offer a truly comprehensive approach to your financial future. From retirement projections and net worth analysis to cash flow management, our services are tailored to your lifestyle, goals, and real-world numbers. Whether you're navigating major life transitions or simply want clarity around your finances, we’re here to offer expert guidance and support every step of the way so you’re always prepared, never surprised.
Retirement Projections
Planning for retirement involves more than just saving—it’s about crafting a vision for your future and ensuring you’re on track to achieve it. We’ll help you create detailed projections that consider your goals, anticipated expenses, and income sources, providing a roadmap to a secure and enjoyable retirement.
Net Worth Analysis
Understanding your net worth is essential for making informed financial decisions. We’ll assist you in evaluating your assets, liabilities, and overall financial health, helping you identify growth opportunities and areas for improvement to meet your financial goals.
Our Story
A Local Approach, Backed by Experience
At Arete Financial, we take pride in being a local business that offers truly independent financial advice. When you sit down with us, you’re not meeting with a sales team—you’re speaking with people who live in your community and genuinely care about your financial future. We keep things simple, clear, and focused on what matters to you.
With the strength of Investia Financial Services Inc. behind us, we bring over 30 years of industry experience and resources to the table—without losing the personal touch. Whether you’re planning for retirement, managing your investments, or simply looking for honest guidance, we’re here to help you move forward with clarity and confidence.
What sets us apart is the time we take to truly understand each client’s situation. We’re not here to push products or talk in circles—we’re here to listen, ask the right questions, and offer advice that fits you. Whether you prefer to be hands-on or want a trusted partner to take the lead, our goal is to give you peace of mind and a plan that evolves with your life.
Jason Perri
Jason Perri | Owner
Our Story
A Local Approach, Backed by Experience
At Arete Financial, we take pride in being a local business that offers truly independent financial advice. When you sit down with us, you’re not meeting with a sales team—you’re speaking with people who live in your community and genuinely care about your financial future. We keep things simple, clear, and focused on what matters to you.
With the strength of Investia Financial Services Inc. behind us, we bring over 30 years of industry experience and resources to the table—without losing the personal touch. Whether you’re planning for retirement, managing your investments, or simply looking for honest guidance, we’re here to help you move forward with clarity and confidence.
What sets us apart is the time we take to truly understand each client’s situation. We’re not here to push products or talk in circles—we’re here to listen, ask the right questions, and offer advice that fits you. Whether you prefer to be hands-on or want a trusted partner to take the lead, our goal is to give you peace of mind and a plan that evolves with your life.
Jason Perri
Jason Perri | Owner
4.9
Based On 35+ Reviews
Client Testimonials
Take the guesswork out of retirement planning with Arete Financial
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.
