Revolutionize Your Financial Journey

The TvH Financial team brings together deep experience, diverse perspectives, and a shared passion for helping clients make confident financial decisions.

Jim Lao, President and Wealth Advisor, offers decades of expertise guiding individuals and families through the complexities of financial planning, with a strong focus on education and long‑term strategy.

Ryan Genoe, Associate Wealth Advisor and Cash Flow Coach, complements this experience with fresh insights and practical advice, helping make complex financial topics approachable and relevant.

Eric Petersen, Private Wealth Advisor, specializes in customized wealth strategies designed to align financial plans with clients’ evolving goals, while Denis Bisson, Portfolio Manager, provides disciplined investment oversight and market insight.

Together, the TvH Financial team delivers thoughtful, well‑rounded guidance—combining strategy, expertise, and clarity to support long‑term financial success.

We aim to empower our listeners to make informed financial decisions while keeping the journey engaging and fun. Whether you're navigating mortgages, building wealth, or planning for retirement, we’re here to guide you every step of the way. 

• Expert Interviews: Insights from industry leaders, including portfolio managers, mortgage brokers, lawyers, life coaches, and more.
• Actionable Tips: Real-world strategies for achieving financial goals, no matter your stage of life.
• Relatable Stories: Personal anecdotes and practical advice from Jim and Ryan’s own experiences.
• Engaging Conversations: A mix of humor, expertise, and heart-to-heart discussions that make complex topics accessible.