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.
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 has completed his Bachelors of Commerce in Accounting at U of G. The knowledge he acquired 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. ​

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.

Trusted Testimonials​

I’m very happy with Jason and how knowledgeable he is. He knows that I hate talking about money but he tells me that’s ok because he loves talking about it! I feel very comfortable knowing that Jason is looking after things for me and I appreciate his encouragement even though my portfolio isn’t huge. I would (and have) highly recommend him to others.
Sharon Burnet
Chris Lowe was absolutely phenomenal to deal with. He was able to help get our company set up with group benefits from inception to completion with a tremendous amount of patience and flexibility to our working environment.
Jamie Colwell
I appreciate how Jason takes the time to explain things in words I understand. Shelley and the office staff are always on top of things, even when I'm not. With their help, my modest investments have already grown, and I'm eager to continue working with them in the future.
Amanda Turner
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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.

Reach Out To Begin Today

Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed on this website have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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Location

310 Queen St W,
Cambridge, ON N3C 1G7
Phone: 1-519-651-2572
Toll Free: 1-866-779-6358