Your Team

Since 2004, Jed has been helping his clients bring clarity to their financial lives through goals-based financial planning.

Jed earned an MBA specialized in financial services from Dalhousie University, holds a BA from York University, and a certificate in Behavioral Finance from Duke University. Jed is also a Certified Financial Planner® and Chartered Life Underwriter^®.

As Managing Director of Rockwater, Jed is responsible for the strategic direction and development of key processes for the firm.

Jed enjoys reading, cooking, and downhill skiing. He lives in Orillia, ON with his wife and two children.

Mutual funds Offered Through Investia Financial Services Inc

Since 2002, Jonathan has been helping clients plan their personal and professional financial futures with a focus on Employee Benefits and Business Insurance.

Jonathan holds a Financial Services Degree from Fanshawe College. In addition, he holds designations as a Certified Financial PlannerⓇ Group Benefits Advisor, and Certified Health Insurance Specialist.

When not working he enjoys spending summers on Georgian Bay and winters skiing and playing hockey with family and friends.

He currently resides in Minesing, Ontario with his wife and two children.

Mutual funds Offered Through Investia Financial Services Inc

Kevin Barks has been a licensed financial services professional and a truly outstanding member of the Parry Sound community for since 1986. Working with clients, raising his family, getting involved in the community and running his practice can be summed up on one word. Integrity. That one quality has permeated every aspect of his life and is what he is most proud of.

The mix of his passion for helping others identify and achieve their goals combined with his professionalism has made Kevin truly stand out. Perhaps what stands out the most is that for Kevin, this is not about business, it is about relationships. Taking the time to find out what truly matters to every one of his clients and then to help them breathe life into the experiences in life they are passionate about.

While not at the office, Kevin can be found golfing, playing hockey, cycling, kayaking, or hiking in the bush. His keen interest in the outdoors provides him with positive energy he shares with family and friends.

Mutual funds Offered Through Investia Financial Services Inc

Trevor has over 30-years’ experience as an Advisor. He strives to treat clients the way he would expect to be treated himself. He loves what he does, and it shows with hundreds of long-term client relationships.

He currently spends May – October at his Georgian Bay cottage and resides in Orillia November to April.

Mutual funds Offered Through Investia Financial Services Inc

Bob has been helping his clients through the planning process for over 30-years. Bob enjoys getting to know his clients so that he can advise them on what will work well for them based on their objectives.

With over 30 years of experience, Bob has been able to see his clients celebrate in the good times and had the privilege to guide them through very challenging times. Helping people through tough times because of the planning he has helped them with is one of the best parts of the job.

When Bob is not working he enjoys spending time with his family, volunteering in the community, and spending time outdoors. In the winter you can find him teaching skiing and snowboarding so that others can enjoy winter fun.

Mutual funds Offered Through Investia Financial Services Inc

Jim has been a financial advisor for over 40 years specializing in Business Insurance and Employee Benefits Planning.

He enjoys the personal interactions with his clients and the challenge of providing creative solutions to their financial needs.

Jim is a Certified Health Insurance Specialist ( CHS )

Before Joining Rockwater Jim held District and Regional Management positions with London Life and managed his own Employee Benefits Brokerage.

Jim and his family currently reside in Horseshoe Valley. In his free time, he enjoys golf, fishing, and kayaking.

Over 16 years as a Client Service Manager - coupled with her previous 18 years in the legal field as a legal assistant - has provided Sherri with the experience and confidence to support a wide variety of clients with Rockwater Wealth Management.

Sherri is passionate in creating a positive and efficient client experience, which is consistent with her caring and compassionate character.

When Sherri is not at the office, she enjoys spending time outside with her family and her Chocolate Lab, Remmi. Her greatest joy is making memories with her four grandchildren.

Ashlea is the Client Service and Benefits Manager for the Rockwater team. With over 10 years of client service and administrative experience, she is committed to providing the best experience and service for her clients as well as maintaining day to day operations in our Barrie office.

Ashlea graduated from the Business Administration program at Georgian College. She currently resides in Barrie, ON where she enjoys spending time outdoors with her family.

Debbie Barr is passionate about client care - providing clients with prompt and efficient service.

Debbie joined Rockwater Wealth Management in 2015. Previously Debbie worked for Meridian Credit Union. She has over 30 years’ experience in the Financial Services industry.

Currently Debbie lives in Brechin with her husband and enjoys all outdoor activities.

Pamela is passionate about her role as a Client Service Manager and strives to exceed client’s expectations with a great customer service experience to everyone.

Pamela joined Rockwater Wealth Management in 2022. Previously, Pamela worked in Event Management & Marketing. She has over 10 years of experience in a variety of industries from Automotive Dealerships to Breweries creating experiences through planning, organizing, and executing events while increasing brand awareness.

Pamela earned her Advertising Diploma from Georgian College.

Currently, Pamela lives in Severn with her husband and French Bulldog, Harlow. Pamela enjoys cooking, sunny days, farmer markets and exploring craft breweries

Shaun Weaver has been a Bookkeeper for over 13 years. He takes care of bookkeeping for Rockwater Wealth Management.

Shaun graduated from Algonquin College with a Certificate in Bookkeeping. Before starting with Rockwater Wealth Management Limited in 2009, he previously performed freelance booking for several corporations and small businesses.

Shaun currently resides in Oro-Medonte with his wife and 2 children. In his free time, Shaun enjoys biking and spending time with his family.