Elderly Couple
Financial Confidence
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Your Financial Update
Your Financial Update
/photos/custom/Lois%20Financial%20Update.pdf ...Full Story
December 13, Tuesday
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ACTIVE WEALTH MANAGEMENT - BELLEVILLE

237-A Coleman Street
Belleville, Ontario
Phone: 613-771-0115
Fax: 613-771-0121
Toll Free: 866-621-4446

Advisors
 
Glen Vaters
Investment Representative
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 has obtained his Certified Financial Planner designation and is a member of Advocis and the Chamber of Commerce. Glen is very active with his two sons who are currently attending university.
(613) 771-0115
Email Me
Robert W. Hadley
Investment Representative
Wayne is the co-founder of Active Wealth Management and has been a financial security advisor since 1993. He has been a successful business man for more than 35 years, previously in the farm machinery industry. Wayne specializes in estate and investment planning and is a member of Advocis and Chamber of Commerce. He enjoys spending time with his family, snowmobiling in the winter months, and motorcycling in the summer.
(613) 771-0115
Email Me
Lois Bastedo
Investment Representative
Lois joined Active Wealth Management as a financial security and investment representative in March 2004. Lois' previous experience includes seven years as a self-employed bookkeeper for various companies in Belleville and fifteen years as a financial security advisor with London Life and Freedom 55 Financial. Lois has been married to her husband, Rob for 37 years and they have two children, Kevin and Kim. She is a member of Advocis 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 plus to help them stay in control of their estate. She takes what they have accumulated and 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). She has dealth with aging parents both at home, in a retirement home and in a nursing home. She has worked with many healthcare professionals in aiding her father to pass away at home and is now dealing with her mother, age 92, in an alzheimers wing in a nursing home here in Belleville. All of these experiences has helped her to help others go through this transition stage of their lives.
(613) 771-0115
Email Me
 
Bob Speers
Investment & Financial Security Representative
Bob has been in the Financial Advisory Industry since November 2008.
Prior to joining Active Wealth Management, Bob spent 12 years in a management position with an Automotive Parts Manufacturing Corporation.
Bob is currently pursuing his Certified Financial Professional (CFP) designation. He is actively engaged in ongoing continuing education opportunities regularly.

He specializes in financial security planning for all stages of the life cycle both with Individuals and Business owners.

He is a proud member of Advocis and is currently a board member of his local chapter.

Bob is family oriented and prizes time spent with his wife and 2 daughters.
(613) 771-0115
Email Me