Wealth Management
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:
1

Deep Understanding
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:

- Reasonable fees

- Tax efficiency

- Flexible investment options

- Active management

- Peace of mind

- Block trading

- Accountability

-
Comprehensive reporting
and communication
When crafting an integrated wealth management plan, we offer:

-
Retirement and
Income Planning

-
Goal-based
investment planning

-
Financial Literacy
and education

- Socially responsible investing

- Risk management

- Tax planning

-
Intergenerational
wealth transfers

- Philanthropy
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.


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.

Experience

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
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.