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, which specifically acknowledges 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 sectors.
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, 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. It also works with clients across Ontario and Canada. Since 2004, 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 understand their financial circumstances, priorities, and long-term goals.
Rockwater Wealth Management focuses on simplifying retirement and wealth planning, offering services in retirement planning, estate planning, investment planning, tax planning strategies, and overall wealth management. The firm's team, with more than 150 years of combined experience among its Certified Financial Planners®, develops personalized financial strategies tailored to each client's individual goals and circumstances. The firm's approach emphasizes building long-term relationships and creating financial plans that address each client's unique needs.
A core part of Rockwater's philosophy is helping clients focus on financial decisions they can control. While markets and economic conditions fluctuate, the firm encourages thoughtful planning, diversification, regular portfolio reviews, and strategies aligned with long-term financial objectives. The client process is designed to be approachable and straightforward, involving conversations, discovery meetings, analysis, and personalized recommendations. This ensures that each client receives a financial plan tailored to their specific situation.
The Readers' Choice recognition underscores the support of community members who participated in the nomination and voting process. For more information about Rockwater Wealth Management and its services, visit www.rockwaterwealth.ca.
