About Us

English

For 30 years, Trihey Financial Group Inc has served as a trusted partner for individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth, from accumulation and growth through preservation and distribution.

Harry and Kelly Trihey have over 55 years of combined experience in wealth management. Their vast knowledge and creativity, continually renewed, in the areas of investments, insurance and financial planning, as well as their convivial and comprehensive approach helps their clients take advantage of opportunities and reach their financial goals.

 

 
Harry J. Trihey, B.B.A., C.L.U., CH.F.C., F.PL.
Financial Planner 
 
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 management, financial security and group benefits. Harry and his wife Josy are the proud grandparents of 5 grandchildren. In his spare time Harry plays tennis and hockey with the town of Mount Royal veteran’s league that he founded in 2008.

 

Kelly Trihey, B.Com, CFA
Partner, Financial Security Advisor, Group Insurance and Group Annuity Advisor

Kelly has been working with Trihey Financial Group for over 10 years and is a portfolio manager with Industrial Alliance Securities Inc. She advises clients on matters of wealth management, financial security and group benefits. Before joining Trihey Financial Group Kelly worked for 5 years at SSgA, an institutional pension fund manager where she started her career as a portfolio analyst and became a product specialist responsible. Kelly graduated from McGill University and is a Chartered Financial Analyst. She is former first Vice-President of the Montreal CFA society and currently heads the Montreal CFA Women in Investment Management Committee. Kelly and her husband Johan Eile are the proud parents of their 3 daughters, Eva, Margaux and Klara.

Sarvenaz Rezai, MBA, CFA
Investment Advisor, Business Development

Sarvy has been working with Trihey Financial Group for over 6 years and is an investment advisor with Industrial Alliance Securities Inc. She holds a graduate diploma in Finance from McGill University, an MBA in Finance and she is a chartered financial analyst. Through the years, Sarvy has had a vast exposure to Canadian and International financial markets. Sarvy helps the team with research & analysis in financial market and is a member of firm's investment committee.

Farhad Esfahani, MBA, PRM
Group Insurance Plans Advisor, Associate Investment Advisor

Farhad has been working with Trihey Financial Group for over 2 years and is the associate investment advisor with Industrial Alliance Securities Inc. He has many qualifications and experience in the fields of IT, telecommunications, data analysis, sales, customer support and business administration. He holds an MBA in Finance, has the PRM designation (Professional Risk Manager) and has a Master's degree in Financial Engineering from HEC Montréal. Farhad leverages these strengths to bring the highest level of efficiency to the team and deliver the highest level of satisfaction to the clients.

 
What makes us different
 
We’ve had the privilege of working with individuals and families for over 20 years, often over several generations over changing economic and industry environments. In that time, we’ve learned that our clients value and appreciate the combination of traits that distinguish our firm.
 
  •  Experience: Since our beginnings in 1989, we have provided wealth management for clients through a wide range of market conditions.

 

  •  Expertise: Every client benefits from our collective experience, which spans more than 50 years. Our team-based approach provides access to the specialized expertise of each one of our professionals.

 

  •  Independent Advice: We pride ourselves on providing an objective point of view, without the distraction of conflicts of interest by providing access to all insurance carriers. Our goals and those of our clients are one and the same.

 

  •  Personal RelationshipsOur 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 wealth management plan.