Rockwater Wealth Management, an Orillia-based financial planning firm, has been awarded Diamond recognition in the "Best Financial Advisor" category and Platinum recognition in the "Best Financial Planning Services" category in the 2026 Readers' Choice Awards, administered by Metroland Media Group Ltd. The awards, determined through public nominations and voting by local community members, honor businesses and professionals across various categories.
Jed Levene, Managing Director of Rockwater Wealth Management, expressed gratitude for the recognition. "We're grateful to everyone who took the time to nominate and vote for us," said Levene. "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, based in Orillia, Ontario, offers 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 serves clients across Ontario and Canada. Since 2004, Levene has guided clients through a goals-based approach to financial planning. As a Certified Financial Planner® and Chartered Life Underwriter®, he works to understand each client's financial circumstances, priorities, and long-term goals.
The firm specializes in making retirement and wealth planning simple, organized, and personalized. Key service areas include retirement planning, estate planning, investment planning, tax planning strategies, and overall wealth management. With over 150 years of combined experience among its team of Certified Financial Planners®, Rockwater develops financial strategies tailored to individual client goals and circumstances. The firm's approach emphasizes building long-term relationships and creating plans that align with each client's unique needs.
Central to Rockwater's philosophy is helping clients focus on financial decisions they can control. While markets and economic conditions are unpredictable, the firm advocates for thoughtful planning, diversification, regular portfolio reviews, and strategies that align with long-term objectives. The client process at Rockwater is designed to be approachable and straightforward, involving conversations, discovery meetings, analysis, and personalized recommendations before developing a financial plan.
The Readers' Choice recognition reflects the support of community members who participated in the nomination and voting process. Rockwater Wealth Management remains dedicated to helping individuals and families navigate financial planning with a personalized, goals-based approach. For more information about the firm and its services, visit www.rockwaterwealth.ca.
This recognition underscores the importance of community trust and the value of personalized financial guidance. As the financial industry evolves, awards like these highlight firms that prioritize client relationships and tailored advice, setting a standard for others to follow. For residents of Orillia and surrounding areas, this announcement serves as a reminder of the local resources available for comprehensive financial planning.
