Money Mindset Mastery

Unveiling the Launch of TvH Wealth and the Future of Finance with Denis Bisson

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In this episode, Jim and Ryan introduce Denis Bisson, the head of TVH Wealth, and discuss the announcement of the referral arrangement with TVH Group. Denis shares his background in the financial services industry and his journey to becoming an independent portfolio manager. They highlight the benefits of TVH Wealth, including access to a team of specialists and a focus on risk management. Denis explains the importance of an investment policy statement and the comprehensive approach to financial planning at TVH Wealth. The conversation covers topics such as assessing investment portfolios, market conditions and outlook, future plans for TVH Wealth, managing cash and other assets, and final thoughts and contact information.

Takeaways

  • TVH Group has entered into a referral arrangement with TVH Wealth, led by Denis Bisson, an independent portfolio manager.
  • Denis brings expertise in financial planning, portfolio management, and trust and estate planning to TVH Wealth.
  • TVH Wealth offers access to a team of specialists in legal, accounting, and mortgage services, providing a comprehensive approach to financial planning.
  • The investment philosophy of TVH Wealth focuses on risk management and a slow and steady approach to wealth accumulation. When assessing investment portfolios, it is important to consider the client's overall financial situation, including any outside investments they may have.
  • Regular reviews and risk assessments are crucial to ensure that clients are properly invested and not exposed to unnecessary risks.
  • Market conditions can be unpredictable, and it is important to stay informed and make investment decisions based on a well-rounded strategy rather than chasing short-term gains.
  • TVH Wealth aims to provide comprehensive portfolio management services and maintain open communication with clients to keep them informed and satisfied.
  • Transferring stock portfolios and mutual funds in kind can be a viable option to avoid unnecessary fees and taxes.
  • Holding cash in a high-yield cash ETF or cash account can be a suitable option for short-term goals and expenses.
  • TVH Wealth is focused on attracting new clients, keeping current clients happy, and making positive changes to its portfolio management services.

    • Chapters

    00:00Introduction and Announcement

    01:09Denis Bisson's Background in Financial Services

    07:02Denis Bisson's Designations and Expertise

    10:53TVH Group Services and Team Collaboration

    20:52TVH Wealth's Approach to Wealth Management

    25:21Alignment with TVH Group's Tortoise vs. Hare Philosophy

    28:12Importance of Investment Policy Statement

    33:20Comprehensive Financial Planning with TVH Wealth

    33:30Assessing Investment Portfolios

    37:03Market Conditions and Outlook

    42:21Future Plans for TVH Wealth

    55:28Managing Cash and Other Assets

    58:05Final Thoughts and Contact Information

    ...more
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    Money Mindset MasteryBy Jim Lao and Ryan Genoe TvH CacheFlo Solutions