Rockwater Wealth Management, an Orillia-based financial planning firm, has been recognized in the 2026 Readers' Choice Awards administered by Metroland Media Group Ltd. The firm earned Diamond recognition in the "Best Financial Advisor" category for Managing Director Jed Levene and Platinum recognition in the "Best Financial Planning Services" category. These awards are determined through public nominations and voting by local community members, highlighting businesses and professionals across various sectors.
Jed Levene, Managing Director of Rockwater Wealth Management, expressed gratitude for the recognition. "We're grateful to everyone who took the time to nominate and vote for us," he said. "It's meaningful to receive this recognition from members of our community, and we sincerely appreciate the trust our clients place in us. We remain committed to providing personalized, goals-based financial planning and supporting clients as they work toward their financial objectives."
The firm serves clients throughout Orillia and surrounding areas, including Oro, Severn, Barrie, Brechin, Beaverton, Muskoka, Bracebridge, Gravenhurst, Innisfil, Springwater, Orr Lake, and Parry Sound. It also works with clients across Ontario and Canada. Since 2004, Levene has helped clients navigate financial planning through a goals-based approach. As a Certified Financial Planner® and Chartered Life Underwriter®, he focuses on understanding each client's financial circumstances, priorities, and long-term goals.
Rockwater Wealth Management specializes in making retirement and wealth planning simple, organized, and personalized. The firm's services cover retirement planning, estate planning, investment planning, tax planning strategies, and overall wealth management. With a team of Certified Financial Planners® boasting more than 150 years of combined experience, the firm develops personalized financial strategies designed around each client's individual goals and circumstances. The approach emphasizes building long-term relationships and creating tailored financial plans.
A core part of Rockwater's philosophy is helping clients focus on the financial decisions they can control. While markets and economic conditions fluctuate, the firm stresses thoughtful planning, diversification, regular portfolio reviews, and strategies aligned with each client's long-term objectives. The client process includes conversations, discovery meetings, analysis, and personalized recommendations, ensuring a thorough understanding before developing a financial plan.
This recognition reflects the support of community members who participated in the public nomination and voting process. Rockwater Wealth Management remains dedicated to helping individuals and families navigate financial planning with a personalized, goals-based approach. For more information about its services, visit www.rockwaterwealth.ca.
