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. These awards are determined through public nominations and voting by local community members, highlighting businesses and professionals across various categories.
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, headquartered in Orillia, Ontario, 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. It 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 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 over 150 years of combined experience among its team of Certified Financial Planners®, Rockwater develops personalized financial strategies tailored to each client's individual goals and circumstances. The firm's philosophy emphasizes helping clients focus on financial decisions they can control, including thoughtful planning, diversification, regular portfolio reviews, and strategies aligned with long-term objectives. The client process involves conversations, discovery meetings, analysis, and personalized recommendations to create a financial plan that meets each client's needs.
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 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.
