Rockwater Wealth Management, an Orillia-based financial planning firm, has been named a winner in the 2026 Best of Orillia Readers' Choice Awards, administered by Metroland Media Group Ltd. The firm earned 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, reflecting the firm's reputation and the trust it has built in the region.
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. 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."
Since 2004, Levene has guided clients through a goals-based financial planning approach. As a Certified Financial Planner® and Chartered Life Underwriter®, he works to understand each client's financial circumstances, priorities, and long-term objectives. The firm, based in Orillia, serves clients across Ontario, including Oro, Severn, Barrie, Brechin, Beaverton, Muskoka, Bracebridge, Gravenhurst, Innisfil, Springwater, Orr Lake, and Parry Sound.
Rockwater Wealth Management specializes in simplifying retirement planning, investment planning, estate planning, and tax strategies. With a team boasting more than 150 years of combined experience among Certified Financial Planners®, the firm develops personalized strategies tailored to each client's unique goals. Its philosophy emphasizes focusing on financial decisions within one's control, such as thoughtful planning, diversification, and regular portfolio reviews, rather than reacting to market volatility.
The firm's client process is designed to be approachable and straightforward, involving conversations, discovery meetings, analysis, and personalized recommendations. This structured approach ensures that each financial plan is aligned with the client's individual needs and long-term aspirations.
The Readers' Choice recognition highlights the community's support and the firm's dedication to helping individuals and families navigate their financial futures. For more information about Rockwater Wealth Management and its services, visit www.rockwaterwealth.ca.
