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News Brief
By: PointLine Media Research & Editorial Team
August 1, 2026
This recognition validates Rockwater Wealth Management’s community-centric approach, proving that personalized, goals-based financial planning resonates strongly with local clients. By securing top honors, the firm reinforces its reputation for reliability and expertise, setting a high standard for client-first financial services within the competitive Ontario wealth management industry.
Rockwater Wealth Management is proud to announce its double victory in the 2026 Readers' Choice Awards, hosted by Metroland Media Group Ltd. The firm secured the esteemed Diamond award for Best Financial Advisor, recognizing Managing Director Jed Levene, alongside a Platinum award for Best Financial Planning Services. This achievement underscores the firm's deep-rooted commitment to excellence and the trust placed in them by the local community.
Led by Jed Levene, a seasoned Certified Financial Planner and Chartered Life Underwriter, the Orillia-based firm has spent years simplifying complex wealth management. By focusing on a goals-based approach, the team ensures that retirement, estate, and investment planning remain approachable and personalized. With over 150 years of collective experience, the firm prioritizes the financial decisions that clients can control, fostering long-term stability regardless of fluctuating economic conditions.
This community recognition serves as a testament to the firm’s philosophy of building meaningful, lasting relationships with clients across Ontario. By delivering straightforward, tailored financial strategies, Rockwater Wealth Management continues to empower individuals and families to achieve their long-term objectives. To learn more about their comprehensive planning services, please visit their website at www.rockwaterwealth.ca.