Wealth Management
Built on Integrity and Experience

For over 30 years,

We serve as a trusted partner for individuals, families and businesses providing guidance and solutions based on a thorough understanding of each client’s situation and goals. We take an objective and proactive approach, bringing proven in-depth knowledge to bear on every aspect of our client’s unique needs.

We remain focused on what’s important to you.

With an ever-changing market, keeping track and making the right long-term decision may seem like an impossible task; we strive to help you preserve and grow wealth through a prudent mix of diversified strategies matched to your unique goals, time frame and risk tolerance.

Our approach to managing client assets is rooted in the following core strengths:

1 Deep Understanding

Before preparing a wealth plan and investment strategy for our clients we determine, your tolerance for risk, and time horizon. We carefully measure these factors against your life goals to build an investment strategy tailored to you and your family’s financial goals.

2 Disciplined Portfolio Construction

Based on the specifics of each client’s situation, we provide diversification within each asset class—across sectors, industries, and countries using low cost-effective investment solutions including ETF’s, Direct Stock Portfolios, and Actively Managed funds.

3 Rigorous oversight

When implementing a client’s investment strategy,  we use a stringent process to screen top money managers, investment strategies selecting those  who meet the objectives established for our clients. Once the appropriate investment strategies have been chosen, we provide ongoing oversight and make changes as necessary.

Discretionary Portfolio Management

We provide our clients with customized and unique Portfolios to meet our client specific needs and objectives.

Our discretionary Portfolio Management approach offers the following key benefits:

When crafting an integrated wealth management plan, we offer:

Our Team

Kelly Trihey, Bcom, CFA

Portfolio Manager and Senior Investment Advisor / Trihey Wealth Management/ iA Private Wealth

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

As a discretionary portfolio manager, Kelly provides comprehensive wealth management solutions and strategies to families and individuals. These include Retirement Planning, Estate and Tax planning and Intergeneration Wealth Transfers. Kelly also 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 has served as a board 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

Associate Advisor

Harry Trihey is a registered Investment Advisor with iA Private Wealth. Harry has been advising clients for over 40 years. Through his extensive wealth of knowledge Harry counsel’s businesses and individuals on strategic matters of wealth planning and succession planning.

Louis Roberge, LLP

Associate Advisor

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

Associate Advisor

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.

Karin Ta-Ciechelski

Client Services Associate

Micheline Chemali

Client Services Associate

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 team.

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

Our Dealer

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

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Wealth Management
Built on Integrity and Experience