Financial Planning in Orillia
Rockwater Wealth Management is a financial planner and investment advisor in Ontario, with offices here and in Barrie and Parry Sound. We work with people who are retired or serious about planning for it.
Our Orillia office is at 118 Mississaga Street West. Wherever you live, the first step is a free 15-minute phone call to find out if we're a good fit.
Our Orillia office
Meet online or in person
Our team works across our Orillia, Barrie and Parry Sound offices, and about 60% of our client meetings are web meetings. You can work with us from home, or meet us at our Orillia office.
What we help you answer
- How much do I need to retire?
- Will I run out of money?
- Am I overpaying for fees on my investments?
- How do I make sure I am not overpaying taxes, now and in the future?
- How do I build a financial plan?
You get the answers in a plain-English 1-Page Plan, before you pay us any fees.
How we get started
- A 15-minute phone call. We find out whether your needs match what we do. There's no cost and no obligation.
- A discovery meeting. We get clear on your goals, your concerns and your big why.
- Your 1-Page Plan. We analyze your situation, walk you through your plan, and give you time to sleep on it.
Working with Rockwater in Orillia
Where is Rockwater's Orillia office?
At 118 Mississaga St. W, Orillia, ON L3V 3B1. The office phone number is 705-259-5334.
Do I have to come into the office?
No. Most of our client meetings are web meetings, so you can meet us online from home. If you'd rather sit down in person, we can meet at our Orillia office.
What should I bring to the discovery meeting?
Before the meeting we send you our intake questions and ask for a few documents. Your answers and those documents are what we work from in our analysis, which ends in your 1-Page Plan.
Which number do I call to get started?
Call Orillia at 705-259-5334. It's the number on our No-Stress Prospect Process page, and the first call is by phone, so it reaches us wherever you live.
Do I have to live in Orillia to work with you?
No. You can work with us online wherever you live. The information on this website is intended for residents of Ontario, Alberta, Nova Scotia and PEI.