Rockwater Wealth Management, an Orillia-based financial planning firm, has been honored 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.
The Readers' Choice Awards are determined through public nominations and voting by local community members, recognizing excellence across various business and professional categories. This recognition reflects the trust and support of the community, as well as the firm's dedication to providing personalized financial guidance.
"We're grateful to everyone who took the time to nominate and vote for us," said Jed Levene, Managing Director of Rockwater Wealth Management. "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."
Rockwater Wealth Management offers comprehensive financial planning and wealth management services to clients throughout Orillia and the surrounding regions, 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®, Jed works with clients to better understand their financial circumstances, priorities, and long-term goals. The firm focuses on making retirement and wealth planning simple, organized, and personalized, with key areas including retirement planning, estate planning, investment planning, tax planning strategies, and overall wealth management.
With more than 150 years of combined experience among its team of Certified Financial Planners®, Rockwater develops personalized financial strategies designed around each client's individual goals and circumstances. The firm's approach centers on building long-term relationships while creating financial plans tailored to each client's unique needs.
A major part of Rockwater's philosophy is helping clients focus on the financial decisions they can control. While markets and economic conditions can change, the firm emphasizes thoughtful planning, diversification, regular portfolio reviews, and strategies that align with each client's long-term financial objectives. The firm's client process is designed to make financial planning approachable and straightforward, using conversations, discovery meetings, analysis, and personalized recommendations.
This recognition underscores the importance of community trust in financial advisory services. According to the disclosure, 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. Nonetheless, the awards highlight the firm's strong reputation within the local community.
For more information about Rockwater Wealth Management and its financial planning services, visit www.rockwaterwealth.ca.
