Financial Planning in Parry Sound
Rockwater Wealth Management is a financial planner and investment advisor in Ontario, with offices here and in Orillia and Barrie. We work with people who are retired or serious about planning for it.
Our Parry Sound office is at 64 Parry Sound Drive. Wherever you live, the first step is a free 15-minute phone call to find out if we're a good fit.
Our Parry Sound 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 Parry Sound 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 Parry Sound
Where is Rockwater's Parry Sound office?
At 64 Parry Sound Dr., Parry Sound, ON P2A 0B8. To reach us, call our Orillia office at 705-259-5334.
Do I have to drive to Parry Sound for meetings?
No. Most of our client meetings are web meetings, so you can meet us from home. If you'd rather sit down in person, we can meet at our Parry Sound office.
What does the first call cost?
Nothing. The 15-minute call is free, and you get a personalized 1-Page Plan before you pay any fees.
How many meetings before we decide?
Two, after the call. In the discovery meeting we get clear on your goals, your concerns and your big why. In the presentation meeting we walk you through your 1-Page Plan. Then you sleep on it; there's no hard sell.
Can I work with you if I live far from Parry Sound?
Yes. The first call is by phone wherever you live, and you can meet us online after that. The information on this website is intended for residents of Ontario, Alberta, Nova Scotia and PEI.