Jed Levene

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.