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.

Kevin Barks

Senior Financial Advisor

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

Trevor Huff

Senior Financial Advisor

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

Bob Ballantyne

Senior Financial Advisor

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

Jim Smith

Employee Benefits

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

H...

Sherri Chisholm

Client Service Manager

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

Ashlea MacIntosh

Employee Benefits Service Manager

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

Debbie Barr

Client Service Manager

Debbie Barr is passionate about client care - providing clients with prompt and efficient service.

Debbie joined...

Pamela Crawford

Client Service Manager

Pamela is passionate about her role as a Client Service Manager and strives to exceed client’s expectations with a great...

Shaun Weaver

Bookkeeping

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

Sh...