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  • More
    • Home
    • Meet the TvH Team
      • Foundation of Our Plans
      • Meet the Team
      • Testimonials
    • TvH Partner Solutions
      • TvH Group
      • TvH Wealth
      • Money Mindset
      • Behavioral Cash Flow Plan
      • Exempt Market Investments
    • Money Mindset Podcast
      • About Podcast
      • Money Mindset Podcast
    • Insurance
      • Life Insurance
      • Critical Illness Coverage
      • MyDignity Home Care Plan
      • Health Spending Account
    • Videos
    • Behavioral Cash Flow Plan
      • Case Studies
    • Portal and Forms
      • Financial Login
      • Discovery Questionnaire
  • Home
  • Meet the TvH Team
    • Foundation of Our Plans
    • Meet the Team
    • Testimonials
  • TvH Partner Solutions
    • TvH Group
    • TvH Wealth
    • Money Mindset
    • Behavioral Cash Flow Plan
    • Exempt Market Investments
  • Money Mindset Podcast
    • About Podcast
    • Money Mindset Podcast
  • Insurance
    • Life Insurance
    • Critical Illness Coverage
    • MyDignity Home Care Plan
    • Health Spending Account
  • Videos
  • Behavioral Cash Flow Plan
    • Case Studies
  • Portal and Forms
    • Financial Login
    • Discovery Questionnaire
TvH Financial

Revolutionize Your Financial Journey

Revolutionize Your Financial JourneyRevolutionize Your Financial JourneyRevolutionize Your Financial Journey

About TvH Financial - Wealth Advisors

Jim Lao - President and Wealth Advisor

Jim Lao, President of TvH Financial and a dedicated Wealth Advisor, plays a vital role in helping clients navigate their financial journeys. He works closely with individuals and families to understand their unique short- and long-term goals, offering personalized guidance every step of the way. His expertise spans retirement planning, insurance solutions, and investment strategies, all tailored to align with each client’s specific needs and aspirations.


With a client-first mindset, Jim is committed to building lasting relationships founded on trust and transparency. He takes pride in crafting comprehensive financial plans that not only address immediate concerns but also lay the groundwork for long-term financial security and growth. Through his leadership at TvH Financial, Jim continues to make a meaningful impact on the financial well-being of those he serves.


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Ryan Genoe - Associate Wealth Advisor

Ryan’s approach is grounded in a deep belief that his own success is intrinsically linked to the success of those he advises. He doesn’t view his work as a series of transactions or isolated tasks, but rather as a shared journey toward financial well-being. This mindset shapes every interaction he has with his clients.


To Ryan, being an advisor is more than just a job—it’s a meaningful commitment rooted in building relationships based on trust, transparency, and mutual growth. He strives to empower clients with the knowledge and strategies they need to make confident financial decisions, and he measures his success by the positive impact he has on their lives. Whether guiding someone through retirement planning, investment choices, or financial challenges, Ryan remains dedicated to improving their financial health and long-term stability. 



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Eric Petersen - Associate TvH Financial

My name is Eric Petersen and my work is to help you obtain your financial goals through financial planning.


You were likely referred to me by someone you respect and trust. You were referred not only because of their excitement for what I do, but also because they care about you and want you to experience the same advantages and benefits.


I love what I do and part of that is because I work with amazing people -- people who trust themselves, people who have outstanding economic potential, people who make sound decisions based on facts, and people who are proactive and care about their lives and the lives of their loved ones.




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Portfolio Manager TvH Wealth

Denis Bisson - TvH Wealth

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About TvH Financial - Support Team

Carol Lao - Administrative Assistant

Carol Lao has been an integral part of the TvH Financial team since 2017, serving as the administrative assistant with dedication and efficiency. Her role is pivotal in maintaining the smooth operation of our financial advisory services. 


Carol’s work ethic is characterized by her meticulous attention to detail and her proactive approach to problem-solving. She plays a critical role in fostering efficient communication and workflow within the team. 

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Partners at TvH Group

Jon Sowerby Mortgage Broker

Jon Sowerby - TvH Mortgages

David Jamestee - TvH Accounting

Jon Sowerby - TvH Mortgages

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Sonia Kociper Lawyer

Sonia Kociper - TvH Legal

David Jamestee - TvH Accounting

Jon Sowerby - TvH Mortgages

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David Jamestee Accountant

David Jamestee - TvH Accounting

David Jamestee - TvH Accounting

David Jamestee - TvH Accounting

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TvH Financial

647.727.4668

 DISCLAIMER    


All exempt market securities dealing and advising is provided by Raintree Financial Solutions (RFS), Eric Petersen and Jim Lao in their capacity as registered dealing representatives of RFS and is subject to the review and supervision of RFS. TvH Financial and the representatives in their capacity as insurance agents of TvH Financial only provide insurance services for which it is licensed. It is not registered or authorized to deal in or advise on exempt market securities and does not supervise activities as performed by RFS or its registered dealing representatives.  


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