From our family office to you
We know that our clients are the key to our success.
We are one of the few boutique financial services firms offering a comprehensive and integrated approach that includes all the expertise you need to establish your financial planning strategy.
Preparing and securing 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.
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.
Meet Our Team
Kelly Trihey, Bcom, CFA
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.
Louis Roberge, LLP
Louis began his career at Midland Doherty in Montreal in January 1983. From 1987 to 1990, he was invited to London and Paris by RBC Dominion to increase its market share with French financial institutions. Returning to Canada in 1990, RBC Dominion gives him the mandate to increase the Montreal institutional-equities desk market penetration. Having acquired professional experience distinguishing him of his colleagues.
Jonathan Raftus, CFA
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