Arete Financial

Welcome to Arete Financial Inc, where we prioritize family and the importance of providing expert resources to fulfill your financial needs. We treat every client as a valued member of the Arete family and not just a number. Our dedicated advisors cultivate a warm and friendly atmosphere, fostering a sense of security and support for our clients throughout their financial journey. We value every financial situation that comes our way and work tirelessly to ensure your success.

Client-Focused Solutions Tailored to Your Needs

At Arete Financial Inc, we are committed to putting our clients' needs first. Our team of experienced advisors collaborates to create custom-made solutions that cater to your unique financial situation and objectives. We are a passionate and dedicated wealth management team that stays up-to-date with the latest trends to provide you with the finest and most efficient options for your financial future. Our coordinated approach saves you time, minimizes uncertainty, and leads you to a tailored solution that prioritizes your best interests. Our ultimate goal is to provide you with a stable and secure financial future where you can feel comfortable and confident.

Our Areas of Expertise

Arete Financial Inc offers a wide array of financial services, including:

• Retirement Planning: We work with you to create a personalized retirement plan that addresses your short-term and long-term financial goals at every stage of life. Our advisors help you navigate the complexities of retirement planning and offer expert advice tailored to your needs.

• Estate Planning: We provide guidance on estate planning and preservation strategies, ensuring a smooth transition of wealth to future generations. Our expertise includes tax planning, trust setup, and charitable giving options to maximize your estate's value.

• Tax Planning: Our professionals help you mitigate your tax liability through strategic planning and investment choices. We work with you to find the best tax-efficient strategies, ensuring more of your wealth stays with you.

• Insurance Solutions: Protecting yourself, your family, and your business is a crucial aspect of financial planning. Arete Financial Inc offers various insurance solutions, including life, disability, critical illness, and long-term care insurance, to give you the peace of mind you deserve.

• Budgeting and Debt Management: Taking control of your finances is the first step towards a secure future. We offer budgeting and debt management services, helping you reduce and eliminate debt, save more, and make your money work for you.

• Investment Solutions: Navigating the investment landscape is complicated. With our experienced team of investment advisors, you can trust us to provide unbiased advice and invest in a diversified portfolio that meets your risk tolerance and long-term goals.

Meet Our Team: Expertise and Support

• Jason Perri, CFP, CLU: As the founder and Financial Planner of Arete Financial Inc, Jason Perri is well-equipped with extensive knowledge, experience, and dedication to providing dependable financial solutions. With his expertise, Jason has built long-lasting relationships with clients by understanding, personalizing, and building plans for their financial goals, providing the best and most effective solutions for their unique needs.

• Shelley Levesque: Shelley Levesque, the Administrative and Licensed Assistant at Arete Financial Inc, brings a client-focused approach to our team, ensuring dedicated support for all clients. Her role is crucial in maintaining a well-organized and smooth-functioning office, enabling the advisors to focus on serving clients with the highest level of service.

• Chris Lowe: Chris Lowe is a knowledgeable Investment Fund Advisor at Arete Financial Inc. He began his career in the Financial Services Industry in 2015 and has become an essential asset to the team. With a holistic and engaging approach, Chris helps our clients grow their wealth, providing the right insurance solutions, and protecting families when they need it the most.

• Adam Davies: Adam Davies is the latest addition to the Arete Financial Inc team. Joining in 2023, Adam brings excitement, energy, and a passion for the business. His dedication and expertise ensure his success as a financial professional, serving our clients with the highest level of care and proficiency.