With heavy hearts we bid farewell to Wayne Hadley our cofounding partner of Active Wealth Management. Wayne had a true gift for sharing knowledge. Whether in his professional life or in casual conversation over a cup of coffee, he was always ready to mentor, to listen, and to guide anyone who asked. He believed that knowledge only grew stronger when it was shared, and so many people's lives have been enriched because of his willingness to give of himself. Wayne loved to eat out, especially at small diners, where he could enjoy good food and even better company. He was a natural storyteller, able to turn everyday moments into memories that made people laugh, think, and sometimes both at once. Wayne also had a deep love of adventure. His motorcycles - from his Gold Wing to his Spyder - carried him on countless journeys. For Wayne, the open road wasn't just about travel, but about freedom, discovery and living life to the fullest. Wayne's life was rich with love, laughter and purpose. His legacy lives on in the lessons he shared, the stories he told, and the family he so deeply cherished. Though he will be missed beyond measure, his memory will continue to inspire us all.
Glen Vaters
Certified Financial Planner
613-771-0115
Glen is a lifelong resident of the Quinte area. He has been providing expert financial guidance since 1995. As a co-founder of Active Wealth Management with Wayne Hadley, Glen supports business owners and professionals, both active and retired. Glen obtained his Certified Financial Planner® designation in 2004; he’s also a member of the Advocis and the Quinte Estate Planning Council.
Lois Bastedo
Financial Security Advisor
Certified Professional Consultant on Aging
613-771-0115
Lois has lived in the Stirling area for 30 years. With 23 years of finance experience, she helps professionals and retirees take control of their estates. As an Elder Planning Counselor (EPC), Certified Professional Consultant on Aging (CPCA), Certified Health Specialist (CHS) and Certified Executor Advisor(CEA), Lois is an expert in supporting clients in their senior years. She served on the Board of Heart of Hastings Hospice for 7 years. She also serves on the Board of Robin’s Nest Global Child Foundation, which supports orphans in India and Kenya.
Joan Bruinsma
Financial Security Advisor
613-771-0115
Joan has lived in the Belleville area for over 20 years. Although Joan moved from her earlier position of Operational Leader at the Firm to the role of Advisor in 2015, she continues to provide overall support and co-ordination of Active Wealth Management. Joan takes a practical, pragmatic approach to financial management that leads to client success. She holds a Bachelor of Business Management from Ryerson University.
Alex Fischer
Financial Security Advisor
613-771-0115
Alex started his career with London Life in St. Catharines in 1980 and moved into a management position in Oshawa in 1986. He returned to personal production in 1992 and has lived in the Bobcaygeon area for 23 years. Alex joined Active Wealth Management in 2007. Alex is a past Life and Qualifying Member of the Million Dollar Round Table (MDRT) and is a member of Advocis, The Financial Advisors Association of Canada.
Sharon Visser
Certified Financial Planner
613-771-0115
Sharon has lived in Belleville for over 20 years. She has worked in the financial services industry for over 12 years,transitioning to an advisory role in 2014. She joined the Active Wealth Management team in 2015, and provides financial guidance to seniors,self-employed corporate owners, and young economic growers. She believes that growth lies in weekly goals, tied to long-term goals identified by personal mission statements. Sharon is a member of Advocis, the Financial Advisors Association of Canada.
Leanne Cosstick
Case Coordinator
Alyssa Reynolds
Client Service Specialist
Amanda Brant
Client Service Specialist
Lexie Cosstick
Client Service Specialist
Matthew Viner
Client Service Specialist
Please feel free to submit an online form here or call 1-866-621-4446 to book a consultation with one of our experienced financial experts.
Active Wealth Management
11 Bay Bridge Road, Suite 207
Belleville, ON, K8P 3P6
Insurance products, including segregated fund policies are offered through Active Wealth Management Inc., and Investment Representatives Glen Vaters, Lois Bastedo, Joan Bruinsma, Sharon Visser and Alex Fischer offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission. For the Quadrus privacy policy, please see https://www.quadrusinvestmentservices.com/privacy.html Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.