Business Details
Your Trusted Partner for Financial Planning Solutions
At Rockwater Wealth Management, we specialize in simplifying retirement and financial planning through a personalized, goals-based approach. With over 150 years of combined experience, our team of Certified Financial Planners prioritizes understanding your unique financial needs to create tailored strategies. Our Planning First philosophy ensures every recommendation aligns with your long-term objectives, focusing on asset allocation, diversification, and regular portfolio reviews. We emphasize transparency, client education, and ongoing support to help you navigate market volatility and economic uncertainties.By concentrating on factors within your control, we aim to build resilient investment strategies that adapt to your evolving life circumstances. Our Ontario-based team is committed to fostering lifelong client relationships, ensuring your financial plan evolves alongside your personal and professional milestones. Through evidence-based decision-making and a disciplined approach, we guide clients toward achieving financial security and peace of mind.
Services
Retirement Planning
Estate Planning
Investment Planning
Wealth Management
Employee Benefits
Highlights and features
- We have over 150 years of combined experience in financial planning.
- Our Planning First approach prioritizes your long-term financial goals.
- We offer personalized, evidence-based investment strategies.
- Our team specializes in holistic, client-centric financial solutions.
- We emphasize transparency and ongoing portfolio management.
Associations and certifications
- Certified Financial Planners (CFP)
Services
Retirement Planning
Our Retirement Planning service takes a life-cycle approach to ensure financial security during and after your career. We analyze your current financial status, define retirement goals, and create phased strategies to build sufficient income. By addressing tax implications, pension options, and legacy planning, we help clients transition into retirement seamlessly while mitigating risks through diversified investment strategies.
Estate Planning
Estate Planning ensures your assets are distributed according to your wishes while minimizing tax liabilities. We assist in creating wills, designating beneficiaries, and establishing powers of attorney. Our approach safeguards your legacy through strategic tax planning, probate fee reduction, and health directive documentation, ensuring your estate is protected for future generations.
Investment Planning
Investment Planning focuses on constructing diversified portfolios aligned with your risk tolerance and financial goals. We emphasize asset allocation, cost efficiency, and tax optimization while rebalancing regularly to maintain target allocations. Our evidence-based methodology prioritizes long-term growth over market timing, ensuring resilience against economic fluctuations.
Wealth Management
Wealth Management integrates retirement, estate, and investment planning into a cohesive strategy. Our holistic approach addresses tax optimization, risk mitigation, and intergenerational wealth transfer. By continuously monitoring market conditions and personal circumstances, we adapt plans to preserve and grow your financial legacy.
Employee Benefits
Employee Benefits consulting helps organizations design competitive group insurance and retirement plans. We specialize in customized solutions for public and private sectors, including health spending accounts, pension plans, and executive compensation strategies. Our services ensure compliance, cost-effectiveness, and alignment with organizational goals.
People
Jed Levene
Managing Director
Jed Levene has been helping clients achieve financial clarity through goals-based planning since 2004, focusing on personalized strategies and long-term success.
Jonathan Keown
Employee Benefits Lead
Jonathan Keown specializes in personal and professional financial futures, combining 20+ years of experience in employee benefits and retirement consulting.
Kevin Barks
Senior Financial Advisor
Kevin Barks brings extensive financial services expertise, serving Parry Sound clients with tailored wealth management solutions for over a decade.
Trevor Huff
Senior Financial Advisor
Trevor Huff offers 30+ years of advisory experience, prioritizing client-centric service and long-term financial security through disciplined planning.
Matt Mitchell
Certified Financial Planner
Matt Mitchell combines academic rigor with practical experience, delivering comprehensive financial strategies since beginning his career in 2008.
Questions
What is Rockwater's Planning First approach?
Our Planning First methodology prioritizes goal-setting before product selection, ensuring every financial decision aligns with your long-term objectives.
How does Rockwater handle investment risk?
We mitigate risk through diversified portfolios, regular rebalancing, and evidence-based strategies focused on factors within your control.
Do you offer retirement planning for Ontario residents?
Yes, we specialize in Ontario-based retirement planning, addressing local tax implications and pension regulations.
What estate planning services are available?
We provide will creation, beneficiary designation, tax planning, and power of attorney establishment to protect your legacy.
Can I schedule a free financial consultation?
Yes, we offer a no-obligation 15-minute call to determine if our services align with your financial needs.
