Rockwater Wealth Management Wins Readers' Choice Awards for Best Financial Advisor and Planning Services

Rockwater Wealth Management, an Orillia-based financial planning firm, has been honored in the 2026 Readers' Choice Awards by Metroland Media Group Ltd. The firm received Diamond recognition in the 'Best Financial Advisor' category, acknowledging 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, reflecting the trust and support of the clients and residents in the region.

Jed Levene, who has been guiding clients since 2004, expressed gratitude for the recognition, emphasizing the firm's commitment to personalized, goals-based financial planning. With over 150 years of combined experience among its team of Certified Financial Planners®, Rockwater Wealth Management offers comprehensive services including retirement planning, estate planning, investment planning, tax planning strategies, and overall wealth management. The firm serves clients in Orillia and surrounding areas such as Oro, Severn, Barrie, Brechin, Beaverton, Muskoka, Bracebridge, Gravenhurst, Innisfil, Springwater, Orr Lake, and Parry Sound, as well as across Ontario and Canada.

The firm's philosophy centers on helping clients focus on financial decisions they can control, emphasizing thoughtful planning, diversification, regular portfolio reviews, and alignment with long-term objectives. Their client process involves conversations, discovery meetings, analysis, and personalized recommendations to ensure each financial plan is tailored to individual needs. For more information about Rockwater Wealth Management and its services, visit www.rockwaterwealth.ca. This recognition highlights the firm's dedication to simplifying financial planning and building long-term relationships with clients.