Rockwater Wealth Management Wins Diamond and Platinum in 2026 Best of Orillia Readers' Choice Awards

Rockwater Wealth Management has been honored in the 2026 Best of Orillia Readers' Choice Awards, administered by Metroland Media Group Ltd. The firm received Diamond recognition in the "Best Financial Advisor" category, specifically for 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 firm's strong reputation in the Orillia area.

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," he said. "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."

This recognition is significant because it comes directly from the community, highlighting the trust and confidence that clients and residents have in Rockwater's services. For a financial advisory firm, community recognition serves as a powerful testament to the quality of client relationships and the effectiveness of their planning approach. It also differentiates the firm in a competitive market, where trust and personal connection are paramount.

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, Jed Levene has helped clients navigate financial planning through a goals-based approach. As a Certified Financial Planner® and Chartered Life Underwriter®, he works with clients to understand their financial circumstances, priorities, and long-term goals.

The firm focuses on making retirement and wealth planning simple, organized, and personalized. Key areas include 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 client process is designed to make financial planning approachable and straightforward, involving conversations, discovery meetings, analysis, and personalized recommendations.

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.