Built on Integrity and Experience
For over 30 years,
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:
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.
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:
Kelly Trihey, Bcom, CFA
Portfolio Manager and Senior Investment Advisor / Trihey Wealth Management/ iA Private Wealth
As a Discretionary Portfolio Manager, Kelly provides comprehensive wealth management solutions and strategies to private clients, including Portfolio Construction, Retirement Planning, Income and tax planning, Estate and Tax planning and Intergeneration Wealth Transfers.
Harry Trihey, B.B.A., C.L.U., Ch.FC
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
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
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.
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
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.