Rockwater Wealth Management has been named a Diamond winner in the "Best Financial Advisor" category and a Platinum winner 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, recognize businesses and professionals that demonstrate excellence in their fields as chosen by the local community.
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 across the region, including Oro, Severn, Barrie, Brechin, Beaverton, Muskoka, Bracebridge, Gravenhurst, Innisfil, Springwater, Orr Lake, and Parry Sound. The firm also serves clients throughout Ontario and across Canada.
Since 2004, Jed Levene has guided clients through a goals-based approach to financial planning. As a Certified Financial Planner® and Chartered Life Underwriter®, he works closely with clients to understand their financial circumstances, priorities, and long-term goals. Rockwater's team brings more than 150 years of combined experience, allowing the firm to develop personalized strategies designed around each client's unique situation.
The firm's philosophy emphasizes focusing on the financial decisions clients can control. While markets and economic conditions fluctuate, Rockwater encourages thoughtful planning, diversification, regular portfolio reviews, and strategies aligned with long-term objectives. This approach is reflected in their client process, which includes conversations, discovery meetings, analysis, and personalized recommendations, ensuring that each financial plan is tailored to the client's needs.
The Readers' Choice recognition underscores the support of community members who participated in the nomination and voting process. For more information about Rockwater Wealth Management and its financial planning services, visit www.rockwaterwealth.ca.
