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
Meet The Team
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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.
Why a Financial Planner
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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.
Investment Solutions
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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.
Insurance Solutions
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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.
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