Close
Home
About
Videos
Jed's Book
Contact
Call Me
Message Me
Jed Levene
MBA, CFP®, CLU®, CHS™, FMA
Jed has been working in the financial services industry since 2004.

His focus is on financial planning for Business Owners and Professionals. Jed graduated from York University with a BA in 2003, earned an MBA specialized in financial services from Dalhousie University (2013), and also holds a Certificate in Behavioral Finance from Duke University (2015).

Jed is also an active member of Advocis, the Million Dollar Round Table, Rotary International, and the Community Development Corporation.
2003
Graduated York University with a Bachelor of Arts (BA)
2005
Earned the Certified Health Insurance Specialist® designation (CHS™)
2006
Earned the Financial Management Advisor designation (FMA) issued by the Canadian Securities Institute
2006
Earned the Certified Financial Planner® designation (CFP®) from the Financial Planners Standards Council
2008
Designated Chartered Life Underwriter, CLU®
2013
Earned an MBA specialized in Financial Services from Dalhousie University
Close
Contact Information
I have received your message and will get back to you as soon as possible.

Thank You!
Oops! Something went wrong while submitting the form
Jed Levene
705-259-5334
1-866-578-5334
1-888-368-5334
jed.levene@rockwaterwealth.ca
118 Mississaga St. W
Orillia, ON
L3V 3B1
Contact Information
Jed Levene
705-259-5334
1-866-578-5334
1-888-368-5334
jed.levene@rockwaterwealth.ca
118 Mississaga St. W
Orillia, ON
L3V 3B1
I have received your message and will get back to you as soon as possible.

Thank You!
Oops! Something went wrong while submitting the form
Close
Jed Levene
705-259-5334
118 Mississaga St. W
Orillia, ON
L3V 3B1
Close
I have received your message and will get back to you as soon as possible.

Thank You!
Oops! Something went wrong while submitting the form