Rockwater Wealth Management has been named a top financial advisory firm in the Orillia area, earning Diamond recognition for “Best Financial Advisor” and Platinum recognition for “Best Financial Planning Services” in the 2026 Readers’ Choice Awards administered by Metroland Media Group Ltd. The awards, determined through public nominations and voting by local community members, recognize businesses and professionals across a variety of categories.
“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.”
The recognition underscores the firm’s dedication to serving clients throughout the region, including Oro, Severn, Barrie, Brechin, Beaverton, Muskoka, Bracebridge, Gravenhurst, Innisfil, Springwater, Orr Lake, and Parry Sound, as well as clients across Ontario and Canada. Since 2004, Levene, a Certified Financial Planner® and Chartered Life Underwriter®, has helped clients navigate financial planning through a goals-based approach that focuses on understanding each client’s financial circumstances, priorities, and long-term objectives.
Rockwater Wealth Management specializes in making retirement and wealth planning simple, organized, and personalized. The firm offers comprehensive services in retirement planning, estate planning, investment planning, tax planning strategies, and overall wealth management. With a team of Certified Financial Planners® boasting more than 150 years of combined experience, Rockwater develops personalized financial strategies designed around each client’s individual goals and circumstances.
A core tenet of Rockwater’s philosophy is helping clients focus on the financial decisions they can control. While markets and economic conditions can fluctuate, the firm emphasizes thoughtful planning, diversification, regular portfolio reviews, and strategies that align with each client’s long-term financial objectives. This approach is reflected in the firm’s client process, which involves conversations, discovery meetings, analysis, and personalized recommendations to ensure each financial plan is tailored to the client’s needs.
The Readers’ Choice recognition is a testament to the support of community members who participated in the public nomination and voting process. For Rockwater Wealth Management, this award reinforces its commitment to helping individuals and families navigate financial planning with a personalized, goals-based approach. For more information about Rockwater Wealth Management and its financial planning services, visit www.rockwaterwealth.ca.
