Here at Arete Financial Inc, we understand the importance of family and providing the best expertise and resources to meet your financial needs. We don't look at you as a number but as a part of the Arete family. Our dedicated advisors provide you with a warm and friendly atmosphere where you can feel secure knowing an experienced financial partner is there to support you every step of the way.
Any financial situation you have matters to us; your success is our success. Our advisors work together on your behalf to offer you custom-made solutions that are tailored just for you. As a team of friendly and passionate wealth management professionals, we're continuously working hard to ensure we stay ahead of the latest trends so we can provide only the best possible options for your financial future.
Any financial situation you have matters to us; your success is our success. Our advisors work together on your behalf to offer you custom-made solutions that are tailored just for you. As a team of friendly and passionate wealth management professionals, we're continuously working hard to ensure we stay ahead of the latest trends so we can provide only the best possible options for your financial future.
Services
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.
No matter what stage in life or what purpose you're working towards, our experienced financial planners will help you find and realize your financial goals. Your goals are unique to you, and we recognize that. Whether you're saving for retirement or decreasing your debt, we can offer a solution that's tailored just for you.
Registered Retirement Savings Accounts are the most well-known way to save money for your retirement. They are a product that allows you to deduct all of your deposits from your income today and defer your tax liability to a later date. RRSP's are a great way to save for your future. We will take the time to sit with you to discuss the various savings plans and find the perfect solution for your situation.
Would you be financially prepared if you or someone you love faced an unforeseen incident? As your financial partner, we're here to support you and offer the best financial plan for when unexpected events occur. Realizing all of the life insurance plans can get overwhelming. We're hear to make you comfortable.
Reviews (10)
Scott Legge
Jul 02, 2021
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Jim Brown
Apr 15, 2021
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Positive: Professionalism, Responsiveness
My wife and I have been with Arete Financial for 25 years and have relied on them to manage our financial investments. We trust their advise and appreciate their professional approach and understanding of investing, while maintaining the personal touch in dealing with the client that Jason and staff have provided over the years.
My wife and I have been with Arete Financial for 25 years and have relied on them to manage our financial investments. We trust their advise and appreciate their professional approach and understanding of investing, while maintaining the personal touch in dealing with the client that Jason and staff have provided over the years.
Omar Atiyeh
Mar 18, 2021
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Sharon Burnet
Dec 10, 2020
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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.
Jamie Colwell
Jul 25, 2020
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Ozzie Ahmed
Dec 23, 2019
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Rav and the team at Arete have been truly a pleasure to deal with. Rav takes the time to understand who you are along with your goals He then collaborates with you on a road map to achieve those goals. Extremely professional and knowledgeable along with sincere desire to serve. Thank you for all that you do!
David Byun
Nov 18, 2019
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I've had the pleasure of working with Rav, and I must say I am deeply impressed by his professionalism and expertise.
He truly cares about his clients and goes out of his way to ensure that their needs are properly and thoroughly addressed. Indeed, I have found that he always takes time to go over everything with his clients, and is excellent at explaining difficult concepts in a very efficient, easy-to-understand way. He is also very upfront, transparent, approachable, dedicated and loyal to his clients. He is one of the very few financial professionals whose career truly revolves around his
He truly cares about his clients and goes out of his way to ensure that their needs are properly and thoroughly addressed. Indeed, I have found that he always takes time to go over everything with his clients, and is excellent at explaining difficult concepts in a very efficient, easy-to-understand way. He is also very upfront, transparent, approachable, dedicated and loyal to his clients. He is one of the very few financial professionals whose career truly revolves around his
Tom Robertson
Jul 24, 2019
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Sara Havekes
Jun 17, 2019
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I have been working with Rav for several years now. He is always accessible, helpful and his staff is prompt with dealing with requests. He is accommodating with home visits and has given sound financial advice and recommendations over the years. I have recommended him to several friends and know anyone would be happy with the services provided.
Manjit
Dec 16, 2017
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Rav is an amazing person to work with. He is very accommodating with my needs and worked with me to figure out solutions when times were at the worst for me. Without having an income for so many years he helped with maximizing my money without draining my savings and kept structuring it as time went on. Highly would recommend him to anyone who is need of a financial advisor.
