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.
Meet Our Team
Kelly Trihey, BCom, CFA
CEO
Kelly has over 20 years of industry experience and prior to 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.
Kelly was the First Vice-President of the Montreal CFA Societies from 2015 to 2017 and has served as a board member since 2010. She continues to be active in her community and serves as member of the Investment Management Committee and President of the Retirement 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.
Returning to Montreal in 1990, RBC Dominion entrusted him with the mandate of managing the institutional equity desk. After acquiring professional experience that set him apart from his colleagues, in 1993 he decided to return to wealth management and put his experience at the service of his clients, mainly entrepreneurs, executives and professionals.
Louis holds a Bachelor of Arts (Collège Jean de Brébeuf, 1970) and a Bachelor of Law from the Université de Montréal. Admitted to the Quebec Bar in 1976, he remained a member until 2007.
Active in his community, Louis is a member of the executive committee of Mission Inclusion (formerly known as L’Oeuvre Léger), and was also president of the employee pension fund until 2021.
In February 2010, he received the “Finance et Investissement” award for the advisor most involved in his community.
Jonathan Raftus, CFA
Investment Associate
Jonathan Raftus is a registered associate advisor with iA Private Wealth.
Since joining Trihey Financial Group in March 2022, Jonathan has played a pivotal role in providing comprehensive investment advice, conducting research, and developing tailored financial strategies for a diverse range of clients.
Jonathan graduated from Concordia’s John Molson School of Business in 2016 with a Bachelor of Commerce and is a CFA Charterholder as of 2021.
Outside of his professional life, Jonathan’s passion lies in sports and the great outdoors. Playing both baseball and hockey, he has been able to compete in both sports at very competitive levels.
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.
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 advice 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
Independent Advice
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