Rockwater Wealth Management, an Orillia-based financial planning firm, has been recognized 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 community members, highlighting the firm's reputation and the trust it has built locally.
Jed Levene, Managing Director of Rockwater Wealth Management, expressed gratitude for the recognition, stating, "We're grateful to everyone who took the time to nominate and vote for us. 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 serves clients across Orillia and surrounding areas, including Oro, Severn, Barrie, Brechin, Beaverton, Muskoka, Bracebridge, Gravenhurst, Innisfil, Springwater, Orr Lake, and Parry Sound, as well as clients throughout Ontario and Canada. Since 2004, Levene has helped clients navigate financial planning through a goals-based approach, holding credentials as a Certified Financial Planner® and Chartered Life Underwriter®.
Rockwater Wealth Management specializes in retirement planning, estate planning, investment planning, tax planning strategies, and overall wealth management. With a team boasting more than 150 years of combined experience among Certified Financial Planners®, the firm develops personalized financial strategies tailored to each client's goals and circumstances. Their philosophy emphasizes focusing on decisions clients can control, such as thoughtful planning, diversification, and regular portfolio reviews, rather than reacting to market fluctuations.
The firm's client process is designed to make financial planning approachable, involving conversations, discovery meetings, and personalized recommendations to understand each client's needs before developing a tailored financial plan. This recognition from the Readers' Choice Awards reflects the community's support and the firm's commitment to helping individuals and families achieve their financial objectives.
For more information about Rockwater Wealth Management and its services, visit www.rockwaterwealth.ca. The 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.
