Rockwater Wealth Management, an Orillia-based financial planning firm, has been named a winner in the 2026 Best of Orillia Readers' Choice Awards, administered by Metroland Media Group Ltd. The firm received 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, making them a direct reflection of client and community appreciation.
Jed Levene, Managing Director of Rockwater Wealth Management, expressed gratitude for the recognition, stating, "We're grateful to everyone who took the time to nominate and vote for us. 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."
Rockwater Wealth Management, based in Orillia, Ontario, serves clients throughout the region, including Oro, Severn, Barrie, Brechin, Beaverton, Muskoka, Bracebridge, Gravenhurst, Innisfil, Springwater, Orr Lake, and Parry Sound, as well as 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 works with clients to understand their financial circumstances, priorities, and long-term goals.
The firm focuses on making retirement and wealth planning simple, organized, and personalized. Services include retirement planning, estate planning, investment planning, tax planning strategies, and overall wealth management. With more than 150 years of combined experience among its team of Certified Financial Planners®, Rockwater develops personalized financial strategies designed around each client's individual goals. The firm's approach centres on 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 can change, the firm emphasizes thoughtful planning, diversification, regular portfolio reviews, and strategies aligned with each client's long-term objectives. The client process involves conversations, discovery meetings, analysis, and personalized recommendations, ensuring each plan is well-suited to the client's needs.
This recognition underscores the trust and support of the local community. Rockwater Wealth Management remains dedicated to helping individuals and families navigate financial planning with a personalized, goals-based approach. For more information about the firm and its services, visit www.rockwaterwealth.ca.
