Your Team

Our team feels a great sense of pride in the unique experiences we are able to provide to our clients through goals-based financial planning.

The client’s success is the team’s success, which is the business’ success.

When our clients win, and the team wins, the business has no choice but to thrive.

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

Jonathan has been a trusted financial planning professional since 2002, specializing in guiding clients through the...

Kevin Barks has been a licensed financial services professional and a truly outstanding member of the Parry Sound...

Trevor has over 30 years’ experience as an Advisor. He strives to treat clients the way he would expect to be treated...

Matt began his career in the financial services industry in 2008 after completing an Honours Bachelor's Degree in...

Bob has been helping his clients through the planning process for over 30 years. Bob enjoys getting to know his clients...

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

Over 16 years as a Client Service Manager - coupled with her previous 18 years in the legal field as a legal assistant -...

Ashlea is the Client Service and Benefits Manager for the Rockwater team. With over 10 years of client service and...

Shannon has been the Client Service Manager at the Orillia Rockwater office since 2024. With over 10 years of...

For over 15 years, Stephanie has been providing friendly and efficient client service and administrative support to...

Ashleigh is passionate about the client experience. She strives to ease the process, exceed expectations, and provide...

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

Jed LeveneCERTIFIED FINANCIAL PLANNER®