Rockwater Wealth Management 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, 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."
Based in Orillia, Ontario, Rockwater Wealth Management offers comprehensive financial planning and wealth management services to clients across the region, including Oro, Severn, Barrie, Brechin, Beaverton, Muskoka, Bracebridge, Gravenhurst, Innisfil, Springwater, Orr Lake, and Parry Sound. The firm also serves clients throughout Ontario and across Canada.
Since 2004, Jed Levene has guided clients through a goals-based approach to financial planning. As a Certified Financial Planner® and Chartered Life Underwriter®, he works with clients to understand their financial circumstances, priorities, and long-term objectives. Rockwater Wealth Management focuses on simplifying retirement and wealth planning through organized and personalized strategies, covering key areas such as retirement planning, estate planning, investment planning, tax planning strategies, and overall wealth management.
The firm's team brings more than 150 years of combined experience among its Certified Financial Planners®. They develop personalized financial strategies tailored to each client's individual goals and circumstances, emphasizing long-term relationships and unique financial plans. A central part of Rockwater's philosophy is helping clients focus on the financial decisions they can control. While markets and economic conditions fluctuate, the firm underscores thoughtful planning, diversification, regular portfolio reviews, and strategies aligned with each client's long-term financial objectives.
The firm's client process is designed to make financial planning approachable and straightforward. Through conversations, discovery meetings, analysis, and personalized recommendations, Rockwater takes the time to understand each client before crafting a financial plan suited to their needs. This recognition from the Readers' Choice Awards 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 Rockwater Wealth Management and its financial planning services, visit www.rockwaterwealth.ca.
