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Build Preserve. Transfer. At Vision Wealth Consultants Inc. we help you develop your “Life Vision Statement”. This serves as the foundation, inspiration, and motivation for all future financial decisions. We design strategies to fulfill your vision and protect that vision against risks that prohibit it from becoming a reality! We at Vision Wealth Consultants Inc. have over 30 years of combined financial services experience and are discreetly building. Todd Hopper and Marlo Bondy – Financial Advisors.

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Vision Wealth - Home | visionwealth.ca Reviews
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Build Preserve. Transfer. At Vision Wealth Consultants Inc. we help you develop your “Life Vision Statement”. This serves as the foundation, inspiration, and motivation for all future financial decisions. We design strategies to fulfill your vision and protect that vision against risks that prohibit it from becoming a reality! We at Vision Wealth Consultants Inc. have over 30 years of combined financial services experience and are discreetly building. Todd Hopper and Marlo Bondy – Financial Advisors.
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2 about us
3 todd hopper
4 marlo bondy
5 featured articles
6 useful links
7 calculators
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10 and transferring
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Vision Wealth - Home | visionwealth.ca Reviews

https://visionwealth.ca

Build Preserve. Transfer. At Vision Wealth Consultants Inc. we help you develop your “Life Vision Statement”. This serves as the foundation, inspiration, and motivation for all future financial decisions. We design strategies to fulfill your vision and protect that vision against risks that prohibit it from becoming a reality! We at Vision Wealth Consultants Inc. have over 30 years of combined financial services experience and are discreetly building. Todd Hopper and Marlo Bondy – Financial Advisors.

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1

Vision Wealth - About Us

http://visionwealth.ca/about-us

When financial advisors Todd Hopper and Marlo Bondy of Vision Wealth Consultants Inc. first discovered their current office space more than five years ago, they found themselves in a time warp. With rich oak woods and dusty, red shag carpet, the office was reminiscent of a bygone era, where deals were closed over cigars and a drink. With a neat space, a cool story and a great location, Todd and Marlo are confident this will be their business’s home for quite some time. Powered by: Digital Agent.

2

Vision Wealth - Useful Links

http://visionwealth.ca/useful-links

Canada Deposit Insurance Corporation. Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Vision Wealth Consultants Inc. Banking products and services are offered through referral. Powered by: Digital Agent.

3

Vision Wealth - Calculators

http://visionwealth.ca/calculators

Enter an initial deposit and/or monthly deposits to calculate the future savings value.*Based on Monthly Compounding. Provided for illustration purposes only. The Savings/Retirement Calculator results are based on the information you provide and assume that the annual interest rate over the specified years will not change. Actual rates may vary and will affect the maximum Future value. Results received from these calculators are provided by Digital Agent and are designed for comparative purposes only and...

4

Vision Wealth - Todd Hopper

http://visionwealth.ca/todd-hopper

Both the relationship and the end goal are equally satisfying! After a plant closure, Todd was recommended to me by a friend to help me sort out the future of my investments. My understanding of investment planning was not the greatest. I found Todd to be very helpful, informative and patient with me. It’s a pleasure doing business with Todd. David S. Im very honored to endorse Todd Hopper as a financial advisor. His ability to make complicated financial issues easy to understand and relate to is imp...

5

Vision Wealth - The Experience

http://visionwealth.ca/the-experience

Our clients are committed to developing a “life vision” in an effort to build, preserve and transfer their wealth. Getting to know you. Getting to know us. Because a goal without a plan is simply a wish! P rofessional Money Management. Premier Risk Management Products. Industry Leading Savings Vehicles. Make your vision a reality! Powered by: Digital Agent.

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Vision Wealth - Home

Build Preserve. Transfer. At Vision Wealth Consultants Inc. we help you develop your “Life Vision Statement”. This serves as the foundation, inspiration, and motivation for all future financial decisions. We design strategies to fulfill your vision and protect that vision against risks that prohibit it from becoming a reality! We at Vision Wealth Consultants Inc. have over 30 years of combined financial services experience and are discreetly building. Todd Hopper and Marlo Bondy – Financial Advisors.

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Home | Vision Wealth

Wealth Planning and Investment Firm. Welcome to Vision Wealth. Our objective is to simplify the wealth accumulation and stewardship process for you. In this noise filled world where financial information is often inundating and overwhelming, we help you to navigate your way with wisdom, simplicity, and clarity. Brent Johnson, CFP,. Our ongoing planning process enables us to develop an in-depth financial plan that is yours and yours alone. The Vision Wealth Team. Fax: 805.278.2005. 300 E Esplanade Dr.

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There are dreamers and there are planners. The planners make their dreams come true.". A budget is telling your money where to go instead of wondering where it went". John C. Maxwell. God gives every bird its food, but He doesn't throw it into the nest.". WHO WE ARE…. WHAT SETS US APART. Based in Lubbock, TX, Vision Wealth Advisors provides asset management and comprehensive financial planning to individual investors, businesses, and the affluent throughout West Texas and Eastern New Mexico.

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Skip to Main Content. Products & Services. Providing financial advice to families of the Eastern Shore for over 20 years. Products & Services. We understand the complexities that wealth and estate planning brings, and we will work with you to help protect your assets and build the greatest financial security possible. This personalized approach ensures that your money will be there for the things that are most important to you something that you won’t find at many larger institutions. If you have any que...