About Us

We are a goal oriented financial firm helping clients build and protect all they have worked hard to create. Our unique approach to working with clients helps them achieve financial clarity.

We recommend strategies that are aligned with their risk tolerance and financial goals.

We personally answer our phones to help serve you better.

Our Team

  • Glen Vaters

    Certified Financial Planner

    Glen is co-founder of Active Wealth Management and has been in practice since 1995. He started his business to support professionals, business owners and high-end work retirees. Glen obtained his CFP® designation in 2004 and is a member of Advocis, the Financial Advisors Association of Canada, and the Chamber of Commerce.

  • Wayne Hadley

    Financial Security Advisor

    Wayne is the co-founder of Active Wealth Management and has been a Financial Security Advisor since 1993. He has been a successful businessman for more than 35 years, previously in the farm machinery industry. Wayne specializes in estate and investment planning and is a member of Advocis, the Financial Advisors Association of Canada, and the Chamber of Commerce.

  • Lois Bastedo

    Certified Professional Consultant on Aging

    Lois joined Active Wealth Management as a financial security advisor and investment representative in March 2004. Lois’ previous experience includes seven years as a self-employed bookkeeper for various companies in Belleville and 15 years as a sales representative with London Life and financial security advisor with Freedom 55 Financial. She is a member of Advocis, the Financial Advisors Association of Canada, as well as Advisors with a Purpose, an organization that strives to make a difference in the lives of clients, churches and communities. Her passion is working with people 55+ to help them stay in control of their estate. She takes what they have accumulated, adds to it what the government is providing and matches it to their financial needs and goals to further organize and shape their estate plan. She has her Elder Planning Counselor (EPC) designation and is a Certified Professional Consultant on Aging (CPCA) and Certified Health Specialist (CHS).

  • Wayne P. Vanhorne

    Certified Health Specialist

    Wayne started his career with London Life in October 1987. He is a Certified Health Specialist with over 27 years experience in financial security. Through his guidance and planning, many customers have reached their financial security objectives. He reminds us that our challenge as advisors is that we must always strive to make a difference in the lives we touch.

    Wayne is a member of Advocis, The Financial Advisors Association of Canada, for 27 years. Some of his past community involvements have been: Committee Chair of the United Way Campaign Belleville, Member of Picton Rotary Club, Life Underwriters Sales Congress chair, and Member of the Belleville Running Club.

  • Alex Fischer

    Financial Security Advisor

    Alex Fischer has been involved in the world of wealth management for over 30 years. After joining London Life in St. Catharines in April of 1980, Alex was appointed to management with London Life in Oshawa in 1986, where he remained for eight highly successful years. In 1994, he left management for the opportunity to become a London Life sales representative and quickly aspired to rejoin the ranks of the Million Dollar Round Table (MDRT). Alex has had his own office in Bobcaygeon since 1998 where he has established trusted, long-term relationships with business professionals, entrepreneurs, high net worth clients, and successful retirees. Alex is a Life and Qualifying Member of the MDRT.

  • Sharon Visser

    Financial Security Advisor

    The newest member of Active Wealth Management, Sharon Visser has worked in the industry since 2007 and transitioned to an advisory role in 2014.    Sharon started working with Active Wealth in 2015 and enjoys working with clients to see what really matters to them, their journey in life and where each client wants to be, during retirement.  Sharon is a member of Advocis and Quinte Sunrise Rotary and has been a resident in the area for over twenty years.

    Sharon brings with her a love for clients and she enjoys the diversity of a client base of seniors and self-employed corporate owners to her young economic growers.

Administration Team

Joan Bruinsma

Operations Leader

Leanne Cosstick

Case Coordinator

Deborah Lounsberry

Client Service Specialist

Katie Macfarlane

Client Service Specialist

Alyssa Reynolds

Client Service Specialist

Alexandrea Lavoie

Client Service Specialist