Member

Jed Levene

Orillia

Rockwater Wealth Management

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Jed Levene

Member Bio

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Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Executive Compensation
Financial Planning
Insurance Planning
Investment Management
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
FMA

Compensation Models

Fee based (AUM)

Professional Associations

Advocis

Education

Masters Degree

Assets Under Management

100,000,000-250,000,000

Practice Size

11 to 25

Investment License

Mutual Fund

Provinces Licensed (Investment)

Alberta
Nova Scotia
Ontario
Quebec
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