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

CEO

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

Founder

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.

Sofie Eile

Group Benefits Account Manager

Jonathan Raftus, CFA

Investment Associate

Karin Ta

Client Care

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:

Ethics

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.

Global Relevance

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.

Recognition

The Economist has called the CFA® credential the “gold standard” of the investment industry.

Insights

Does your financial life need a spring cleaning?

Spring 2022

RRSP contributions should reinforce, not rearrange, your portfolio strategy

Winter 2022

Take financial stock to make change happen

Fall 2021

As the economy recovers, staying the course is more important than ever

Summer 2021

Tax-smart investing is a year-round affair

Spring 2021

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.

Experience

Since our beginnings we’ve provided our clients with planning advise through a wide range of market conditions. This track record of experience continues to inform our prudent approach and long-term perspective.

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.

Personal Relationships

Our clients experience only one kind of relationship—the kind based on deep understanding and mutual respect. Such relationships are, in our experience, fundamental to the success of every plan.

Independent Advice

We understand the power of independent advice and pride ourselves on providing an objective point of view, without the distraction of conflict of interests. Our goals and those of our clients are one and the same.

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