Our Team

Because a goal without a plan is simply a wish!

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 have all heard that you need to have goals, having a Vision just takes it a little further! A vision you can see clearly and it feels real. Goals are important but at the end of the day they are just words on piece of paper unless you internalize them into a vision, that’s where the real power comes into play.

Visions and goals are well and good but unless you have a plan and road map to execute the vision it is difficult to achieve!

That’s where we comes in, as your trusted financial partners, we can help you take that vision and make it a reality, giving you that roadmap to achieve success!

Todd T. Hopper BA, CFP

Investment Funds Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Vision Wealth Consultants Inc.

GENERAL & INSURANCE INQUIRIES

INVESTMENT INQUIRIES

Todd is married to his wife Sherry of 16 years and has two children Ella and Nolan. He is an active hockey dad who's other interest include; playing guitar and harmonica, music, crossfit, travel, food and wine, politics, renewable energy, and is an avid Leafs Fan (Red Wings fans please don't hold that against me, I'll forgive you if you forgive me). He has held a CFP designation since 2001 and has been helping clients reach their financial goals since the turn of the millennium. Todd says "The best part of my job is really getting to know my clients and navigating them through the financial waters to their ultimate goal! Both the relationship and the end goal are equally satisfying!"

Marlo M. Bondy, BA

Mutual Funds Representative, Manulife Wealth Inc.
Life Insurance Representative, Vision Wealth Consultants Inc.

GENERAL & INSURANCE INQUIRIES

INVESTMENT INQUIRIES

Marlo is a Life Insurance Representative and an owner of Vision Wealth Consultants Inc. She lives in Tecumseh with her husband Dale and 2 children; Ross and Lilly. Her time is divided between her family and working for individuals and owners that are serious about their financial affairs!

Born and bred in Windsor, she has a unique sense of the businesses and surrounding communities. Marlo graduated University of Windsor in 1993 and started her career immediately as she found her passion early on servicing clients financial needs. In 1995 she received the Royal Trust Branch Manager’s Special Achievement award in recognition of her superior client service, dedication and hard work. She is a Mutual Funds Representative with Manulife Wealth Inc., a member of MFDA IPC. She is also a member of the Financial Services Commission of Ontario (FSCO) for Life Insurance and A&S Insurance in 2000 and a member of Advocis, her passion to help people in Ontario to provide more clarity as they grow, preserve and transfer their wealth is apparent.

When asked about the best part of her job, Marlo who is genuinely attached to her clients, states, “I gain energy through helping people achieve financial success!”

Derek Kelly

Life Insurance Representative, Vision Wealth Consultants Inc.

Derek is the Manager of Group Benefits for Vision Wealth Consultants Inc., he has been working with clients since 2008 as a financial advisor and has since specialized in Group Benefits and Pensions. Derek actively listens to employers (plan sponsors) to understand their challenges in providing a sustainable benefits program that is valued by both the employers and employees (plan members) alike. Derek strives to maintain strong relationships with his clients by providing relevant knowledge in an ever-changing industry. Clients gravitate towards his high-energy, can-do attitude and commitment to providing continuous support.

Derek lives in Tecumseh with his wife Tanya and his three children Kyle, Sydney and Chelsea, and is actively involved in minor sports like hockey both on the board level and in coaching. Derek still plays mens soccer and hockey in an effort to maintain an active lifestyle.

Derek loves what he does because his solutions allow his clients to provide value added benefits to their employees, allowing them to attract and preserve their valueable employees, all at competitive costs, making those employers all the more profitable!