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 received Diamond recognition in the "Best Financial Advisor" category for Managing Director Jed Levene and Platinum recognition in the "Best Financial Planning Services" category. The Readers' Choice Awards are determined through public nominations and voting by local community members, highlighting businesses and professionals across various categories.
This recognition is a testament to the firm's dedication to its clients and community. "We're grateful to everyone who took the time to nominate and vote for us," said Jed Levene. "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 offers comprehensive financial planning and wealth management services to clients in Orillia and surrounding areas, 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 to understand each client's financial circumstances, priorities, and long-term goals.
The firm focuses on making retirement and wealth planning simple, organized, and personalized. Key areas of expertise include retirement planning, estate planning, investment planning, tax planning strategies, and overall wealth management. With over 150 years of combined experience among its team of Certified Financial Planners®, Rockwater develops personalized financial strategies tailored to each client's goals and circumstances. The firm's approach centers on building long-term relationships and creating financial plans that address unique needs.
A core philosophy at Rockwater is helping clients concentrate on financial decisions they can control. While markets and economic conditions fluctuate, the firm emphasizes thoughtful planning, diversification, regular portfolio reviews, and strategies that align with each client's long-term objectives. The client process is designed to be approachable and straightforward, involving conversations, discovery meetings, analysis, and personalized recommendations to ensure a tailored financial plan.
The Readers' Choice recognition reflects the support of community members who participated in the public nomination and voting process. Rockwater Wealth Management remains committed to assisting individuals and families in navigating financial planning with a personalized, goals-based approach. For more information about the firm and its services, visit www.rockwaterwealth.ca.
