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 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," said 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."
Based in Orillia, Ontario, Rockwater Wealth Management offers comprehensive financial planning and wealth management services to clients throughout the region, including Oro, Severn, Barrie, Brechin, Beaverton, Muskoka, Bracebridge, Gravenhurst, Innisfil, Springwater, Orr Lake, and Parry Sound. The firm also serves 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's team brings more than 150 years of combined experience among its Certified Financial Planners®, developing personalized financial strategies designed around each client's individual goals.
Rockwater Wealth Management focuses on making retirement and wealth planning simple, organized, and personalized. The firm works with clients in key areas including retirement planning, estate planning, investment planning, tax planning strategies, and overall wealth management. A major part of its philosophy is helping clients focus on the financial decisions they can control, emphasizing thoughtful planning, diversification, regular portfolio reviews, and strategies aligned with long-term 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 developing a financial plan tailored to their needs. The Readers' Choice recognition reflects the support of community members who participated in the public nomination and voting process.
For more information about Rockwater Wealth Management and its financial planning services, visit www.rockwaterwealth.ca.
