Rockwater Wealth Management, an Orillia-based financial planning firm, has been honored in the 2026 Readers' Choice Awards administered by Metroland Media Group Ltd. The firm received Diamond recognition in the 'Best Financial Advisor' category, recognizing Managing Director Jed Levene, and Platinum recognition in the 'Best Financial Planning Services' category. The awards are determined through public nominations and voting by local community members, reflecting the firm's strong reputation and client trust.
'We're grateful to everyone who took the time to nominate and vote for us,' said Jed Levene, Managing Director of Rockwater Wealth Management. '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, Jed 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 better understand their financial circumstances, priorities, and long-term goals.
The firm focuses on simplifying retirement and wealth planning, offering services in 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 and circumstances. The firm's approach centers on building long-term relationships and creating financial plans tailored to each client's unique needs.
A major part of Rockwater's philosophy is helping clients focus on financial decisions they can control. While markets and economic conditions can change, the firm emphasizes thoughtful planning, diversification, regular portfolio reviews, and strategies that align with each client's long-term financial objectives. The client process is designed to make financial planning approachable and straightforward, involving conversations, discovery meetings, analysis, and personalized recommendations.
The Readers' Choice recognition highlights the support of community members who participated in the public nomination and voting process. It underscores the importance of local trust and client satisfaction in the financial planning industry. For business leaders and individuals, this recognition signals that Rockwater Wealth Management is a reliable partner for those seeking personalized, goals-based financial guidance. The firm's commitment to clarity and control in financial decision-making resonates in an era of market volatility, offering a stable approach to wealth management.
For more information about Rockwater Wealth Management and its financial planning services, visit www.rockwaterwealth.ca. Note: Readers' Choice Awards are based on public nominations and voting and do not evaluate professional qualifications, regulatory standing, investment performance, financial planning proficiency, or client outcomes.
