From our family office to you
Our Team
Kelly Trihey, BCom, CFA
Portfolio Manager and Senior Investment Advisor / Trihey Wealth Management/ iA Private Wealth
Kelly Trihey is 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
Eric Simard
Associate Advisor
Éric holds a bachelor’s degree in business administration and has been working as an Investment Advisor for about thirty years. He holds the FCSI® designation and specializes in structured products (linked notes), shares, bonds, and managed products.
He has an impeccable and exemplary background due to his working methods, advising families and individuals while consistently applying his innovative strategies to minimize risk.
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 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.
