Kelly Trihey, CFA

Senior Investment Advisor and Portfolio Manager

1010, rue Sherbrooke Ouest, bureau 1615
Montreal, QC H3A 2R7

Kelly Trihey, CFA

Wealth Management Built on Integrity and Experience

 

Deep Understanding

Disciplined Portfolio Construction

Rigorous Oversight

 

Kelly Trihey is a portfolio manager with over 17 years of investment experience. Prior to joining IA securities Kelly worked as an analyst for State Street Global Advisors an Institutional pension fund Manager. She graduate from McGill University and is a CFA Charter holder.

 

Together with her team Kelly provides clients with comprehensive wealth management strategies drawing skills in the following areas:

 

Retirement Income Planning

Goal Based investing

Estate and tax planning

Intergenerational wealth transfers