Meet the Arete Financial team
Jason Perri CFP CLU, Financial Planner 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 earned his Certified Financial Planners designation (CFP) and is now the owner of the company. In 2016 Jason obtained his Chartered Life Underwriter designation (CLU) and continues to study in the industry to gain knowledge essential to helping all of our clients.
Shelley Levesque, Administrative and Licensed Assistant/Office Manager
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 have 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.
Donna Charters, Administrative Assistant
Donna is our newest addition and has fit in nicely. Since joining us in October of 2015 she has learned a lot and will likely be the first voice you hear when you call.
Ron Edwards BA CFP CLU, Financial Planner
Ron has been working with Arete Financial for many years now. He started in the life insurance industry with Prudential Insurance in 1987. He is the only member of the team that operates off site as he has an office in Caledonia and focuses his attention mainly in the Hamilton Area.
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.