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:

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.

Meet Our Team

Kelly Trihey, Bcom, CFA

CEO

Kelly Trihey is a registered Portfolio Manager with IA Private Wealth and CEO of Trihey Financial Group Inc.

As a discretionary portfolio management, Kelly provides comprehensive wealth management solutions and strategies to private clients. These include: Portfolio Management, Retirement Planning, Income and tax planning, Estate and Tax planning and Intergeneration Wealth Transfers. Kelly counsels’ corporate clients on group benefits solutions and shareholder succession planning.

Kelly has over 20 years of industry experience and prior joining the company she worked at State Street Global Advisors where she began her career as a portfolio analyst and became a product specialist for the SSgA Montreal office.

She graduated from McGill University with a Bachelor of Commerce degree in 2001 and is a CFA Charterholder.

Kelly was First Vice-President of the Montreal CFA Societies from 2015 to 2017 and served the board from 2010 in programming. She continues to be active in the community and is currently a member of the Investment Management Committee of the Foundation Mission and Inclusion.

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.

Louis Roberge, LLP

Associate

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

Investment Advisor

Karin Ta

Client Care

Micheline Chemali

Administrative Assistant

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.

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.

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.

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.

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