Rockwater Wealth Management Recognized in the 2026 Best of Orillia Readers’ Choice Awards
ORILLIA, ON, August 01, 2026 /24-7PressRelease/ — Rockwater Wealth Management is pleased to announce that it has been recognized in the 2026 Readers’ Choice Awards administered by Metroland Media Group Ltd. The firm received Diamond recognition in the “Best Financial Advisor” category, recognizing 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 members of the local community, recognizing 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.”
Based in Orillia, Ontario, Rockwater Wealth Management provides comprehensive financial planning and wealth management services to clients throughout the region, including Oro, Severn, Barrie, Brechin, Beaverton, Muskoka, Bracebridge, Gravenhurst, Innisfil, Springwater, Orr Lake, and Parry Sound. The firm also works with clients throughout Ontario and across 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.
Rockwater Wealth Management focuses on making retirement and wealth planning simple, organized, and personalized. The firm works with clients in 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 centres 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. Through conversations, discovery meetings, analysis, and personalized recommendations, Rockwater takes the time to understand each client before developing a financial plan tailored to their needs.
The Readers’ Choice recognition reflects the support of community members who participated in the public nomination and voting process. Rockwater Wealth Management remains committed 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.
About Rockwater Wealth Management
Rockwater Wealth Management is an Orillia-based financial planning firm dedicated to helping clients simplify retirement planning, investment planning, estate planning, and wealth management. Led by Managing Director Jed Levene, the firm provides personalized, goals-based financial planning tailored to each client’s individual goals and circumstances.
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.
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