Investing your money is one thing. But actually building a secure future? That takes a real, workable plan and an advisor who truly listens to what you need. For people across Orillia and the surrounding towns, Rockwater Wealth Management has become the team they count on to help navigate important financial decisions.
Investing your money is one thing. But actually building a secure future? That takes a real, workable plan and an advisor who truly listens to what you need. For people across Orillia and the surrounding towns, Rockwater Wealth Management has become the team they count on to help navigate important financial decisions.
Rockwater Wealth Management was 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 awards were based on nominations and votes submitted by members of the community.
For the team at Rockwater, receiving this recognition was a meaningful moment and an opportunity to thank everyone who took the time to participate in this year’s voting.
Though their main office is right in Orillia, their clients are everywhere. You’ll find them helping people in Oro-Medonte, Severn, Barrie, Brechin, Beaverton, Muskoka, Bracebridge, Gravenhurst, Innisfil, Springwater, Orr Lake and Parry Sound, as well as clients across Ontario and Canada.
Rockwater’s whole vibe is simple: ditch the confusing industry jargon and keep financial planning clear, useful and down-to-earth. Managing your wealth isn’t just a math problem. It’s about your day-to-day life, the things that keep you up at night and your long-term goals.
Having a solid map is huge if you are close to retirement or already done working. Rockwater takes the heavy lifting off your plate, sorting out retirement income, tax planning, estate planning and day-to-day investment management.
Over the years, the firm’s Certified Financial Planners® have brought together more than 150 years of combined experience working with individuals and families. They don’t waste time chasing trendy stock tips. Instead, they build steady, personalized financial strategies designed around each client’s goals, circumstances and long-term priorities.
Since 2004, managing director Jed Levene has worked with clients to bring more clarity to their financial planning decisions. He holds both the Certified Financial Planner® and Chartered Life Underwriter® designations. Basically, he knows the numbers inside out, but cares more about the people behind them. Jed has an MBA in financial services from Dalhousie and a BA from York and studied behavioural finance at Duke.
One of Rockwater’s core rules is admitting that a “perfect” investment portfolio doesn’t exist. Markets bounce around, economies change and life throws curveballs. You can’t control the stock market, so they don’t try to predict it. Instead, they focus on what you can actually control: building a strong foundation through smart asset allocation, diversification, regular reviews and realistic targets.
They’ve also made getting started completely stress-free. No high-pressure sales pitches here. It starts with a casual chat, moves into a deep look at your current numbers and wraps up with a clear, honest plan. They make sure you understand everything before making any moves.
Whether you’re prepping for retirement, cleaning up your investments or just want a second opinion on your money, Rockwater is ready to help. For more information about Rockwater Wealth Management and its financial planning services, visit www.rockwaterwealth.ca.
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.
