Best Gold IRA Investment Companies Near Me in Orillia, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Rockwater Wealth Management
ADDRESS: 118 Mississaga St W, Orillia, ON L3V 3B1, Canada
NUMBER: +1 705-259-5334
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Tax planning, Wealth management, Employee Benefit Consulting, Group Retirement, Insurance Planning, Investing Advice, Investment Management, Investment Planning, Pension Plans, Retirement & Estate Planning, Retirement Consulting, Retirement Pension, Retirement Planner, Retirement Planning, Retirement Solutions
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Jed has been an excellent experience. His professional demeanor, transparency, and friendly, knowledgeable approach give you confidence that your investments are in the right hands. You can tell his heart is truly in what he does, and that level of care makes all the difference. His front staff are always friendly, efficient, and helpful. I would definitely recommend Rockwater for all your financial needs – Shannon Cadman
REVIEW #2 – From the first hello, everyone at Rockwater has been FABULOUS to deal with. Jed, Stephanie and the rest of the team make sure you are informed every step of the process and comfortable with every decision you make. They are always willing to answer any questions or concerns you may have. Highly recommend!! – Chris Little
REVIEW #3 – I came across Rockwater Wealth Management when I needed a new ‘home’ for my RRSP. I was so impressed with the way Jed spoke to me, educated me, and approached my portfolio from a broader approach even though at the time, it was only the one account I was moving. After our initial no pressure meeting, it was clear to me that Rockwater was a perfect fit. I have since moved other accounts there as well and have the utmost confidence that his guidance and planning will support me and my family in our long and short term goals.
I appreciated Jed’s community involvement in addition to his family based approach to my plan and I have learned so much. I truly feel that Rockwater is aligned with my goals and values and I’d recommend Jed and crew to anyone looking for support in their financial planning. – Ashleigh Morris
REVIEW #4 – I highly recommend Rockwater for any financial investment advice. I can always count on my advisor Bob Ballantyne for quick responsive replies, information and guidance. Bob and his team always make time to chat which makes the experience feel more personal. – Gart Watson
REVIEW #5 – We have been dealing with Jed for 15yrs. He has provided us with valuable knowledge and advice on market conditions. His professionalism and communication skills are outstanding. We would highly recommend Jed to our family and friends – Roy Micks
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>>> MORE CUSTOMER REVIEWS
REVIEW #1 – Jed has always been up front and honest with his financial advice…we were previously using another firm and we felt as though we were just another commission client. We have much faith in his services. cV – Charlie Burlison
REVIEW #2 – Bob Ballantyne of Rockwater, Investia Financial Services, is such a great guy. He’s very knowledgeable and makes us feel at ease discussing our finances. We highly recommend Bob, to put your mind at ease and guide you through what can be daunting and challenging. Thank you Bob. – Brenda Yule
REVIEW #3 – Can’t say enough good things about Rockwater Wealth Management. Their team is knowledgeable, responsive, and transparent. Highly recommended. – Alexandra W
REVIEW #4 – Rockwater Wealth Management is a team you can really trust. They’re approachable, professional, and make finances feel clear and manageable. – Gina Allison
REVIEW #5 – Great people, the best part is the Jed is so involved with the community
Keep up the great work – JIM WILSON
REVIEW #6 – Jed is a great guy with lots of knowledge and advice! – Parker Trinier
REVIEW #7 – Always a pleasure to work with Jed Levene & his staff! – Heather Young
REVIEW #8 – Professional and very positive experience. Client- centred- tailored to meet my goals. Regular reviews. Highly recommend! – marlene levene
REVIEW #9 – Highly recommended!! I cant not say enough about the professionalism, dedication and service. – Chantelle Wright
REVIEW #10 – Jed explains everything so it’s easy to understand. The phone is ALWAYS answered by a REAL PERSON!!!!!! – Lenie McKean
REVIEW #11 – Very happy with the relationship that has been built. – Xavier Fernandes
REVIEW #12 – Very positive and professional interactions, would highly recommend – Jashan Dhillon
REVIEW #13 – friendly and knowledgeable crew! – Kelsi Graves
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