From our Family Office to you
We know that our clients are the key to our success.
As a Privately Owned Family Business, we are one of the few independent financial services firms offering a comprehensive and integrated approach that includes all the in-depth knowledge you need to establish your financial planning strategy. Our rigorous process and focus ensure the progress of our clients in reaching their goal. Rooted in the history of Montreal, we’ve had the privilege to serve and continue to consult family’s, entrepreneurs, and professionals across generations.
We have also built a solid business network that matches our values and our work ethic to multiply our resources and maximize the impact of our interventions.
Preparing and preserving your financial future is much more than a question of money, it is the management of your life plans and your personal and professional goals over time. You need a combination of tailored services to capture all aspects of this planning.
Meet Our Team
Kelly Trihey, Bcom, CFA
Kelly Trihey is CEO of Trihey Financial Group Inc and is a registered Portfolio Manager with iA Private Wealth.
Kelly provides comprehensive wealth management solutions and strategies to private clients and counsels’ corporate clients on group benefits solutions and succession planning strategies.
Kelly has over 20 years of industry experience. Prior to joining the company, she worked at State Street Global Advisors (SSgA) where she began her career as a portfolio analyst and product specialist for the SSgA Montreal office.
Harry Trihey, B.B.A., C.L.U., Ch.FC
Harry Trihey founded Trihey Financial Group in 1989. Harry is a Chartered Financial Consultant, Chartered Life Underwriter and a group benefit specialist and alumni of St Francis Xavier University. Harry has been advising clients for over 40 years. Through his extensive wealth of knowledge Harry counsels businesses and individuals on strategic matters of financial planning, wealth planning, financial security and group benefits.
Group Benefits Account Manager
Jonathan Raftus, CFA
Why Our CFA® Credential Matters
Among the credentials that financial professionals may hold, none are more highly regarded than or as rigorously focused on investment knowledge as the Chartered Financial Analyst® designation. At Trihey Financial Group Inc. we embody the following core tenets:
Every CFA® charterholder is required to annually sign a statement declaring adherence to the CFA® Institute Code of Ethics and Standards of Professional Conduct.
Knowledge & Experience
Every CFA® charterholder has at least four years of industry experience and has passed 18 hours of rigorous examinations.
The CFA® charter has become the global professional investment credential. There are CFA® charterholders in more than 130 countries, with increasing demand worldwide for the CFA® program.
The Economist has called the CFA® credential the “gold standard” of the investment industry.
Why choose US
The Power of a holistic approach
We’ve had the privilege of working with individuals and families for over 30 years, often over several generations. In that time, we’ve learned that our clients value and appreciate the combination of traits that distinguish our firm.
Listening and Understanding
Every client benefits from our collective experience, which spans more than 50 years. Our team-based approach provides access to the in-depth knowledge of each one of our professionals.
A powerful partnership to help reach your goals
To find out how you can benefit from working with an experienced Wealth Planning Team, Contact us