Essential Wealth Group

Essential Wealth Group Nicky Trasias, CFP®
Senior Wealth Advisor

Essential Wealth Group | iA Private Wealth Inc. operates.

Nikoletta Trasias, CFP® Certified Financial Planner Professional and Investment Advisor

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. Essential Wealth Group is a personal tradename used by Nicky Trasias.

Welcome to June! Καλό Μήνα και καλώς ήρθες Ιούνιε!As we kick off a new month, we’re also looking ahead to an event that’...
06/01/2026

Welcome to June! Καλό Μήνα και καλώς ήρθες Ιούνιε!

As we kick off a new month, we’re also looking ahead to an event that’s been a part of our calendar for over a decade.

For the 11th consecutive year, we are honoured to be a sponsor of the Greek Food Festival — taking place June 13–14 at St. Peter and Paul Greek Orthodox Church. Being a long-standing community partner isn’t just something we do; it’s a reflection of who we are and the relationships we value.

Whether you’re a longtime festival-goer or joining for the first time, we hope to see you there. From all of us — happy June!  

Dreaming of your first home? For a limited time, Fidelity Investments Canada is offering the chance to win $8,000.Giveaw...
05/28/2026

Dreaming of your first home?
For a limited time, Fidelity Investments Canada is offering the chance to win $8,000.
Giveaway runs until June 30, 2026.

Sign up for your chance to win through the link below:

https://go.fidelity.ca/FHSA-A-Contest.html

Big shoutout to Myles from Fidelity for stopping in. Always a fun, productive chat that levels up our thinking. Apprecia...
05/26/2026

Big shoutout to Myles from Fidelity for stopping in. Always a fun, productive chat that levels up our thinking. Appreciate you making the time.

05/22/2026

Fifty-one years of women gathering, connecting, and celebrating together at the K-W Oktoberfest Women of the Year Awards.
What an honour to attend and support this milestone — surrounded by incredible women who inspire and show up for one another year after year.
Here’s to the legacy of this community, and to every woman who has been part of it.

Proud mentor moment. Olivia, our summer 2025 co-op student, is officially off to Fidelity Investments. Her growth has be...
05/14/2026

Proud mentor moment. Olivia, our summer 2025 co-op student, is officially off to Fidelity Investments. Her growth has been inspiring, and I know she’ll crush it! Seeing her take this next step feels like a full‑circle moment, and I’m confident she’ll thrive in this new chapter. Fidelity is lucky to have her, and I can’t wait to see what she accomplishes next!

Happy Mother’s Day to the women who lead with both heart and discipline. Your impact reaches far beyond what can be meas...
05/10/2026

Happy Mother’s Day to the women who lead with both heart and discipline. Your impact reaches far beyond what can be measured.

Wishing you a beautiful day filled with all the warmth you freely give.

Five years of Monday mornings with Jurrien Timmer on FidelityConnects — and this week at the Fidelity Conference, I fina...
05/08/2026

Five years of Monday mornings with Jurrien Timmer on FidelityConnects — and this week at the Fidelity Conference, I finally got to introduce myself to the man behind the charts.
Meeting him in person did not disappoint.
If you’re an advisor and you’re not tuning in every Monday, you’re missing out.

An insightful few days at the Fidelity Focus Conference in Scottsdale, Arizona. It was a valuable opportunity to hear di...
05/07/2026

An insightful few days at the Fidelity Focus Conference in Scottsdale, Arizona. It was a valuable opportunity to hear directly from portfolio managers and industry leaders on market outlooks, investment strategy, and the thinking behind today’s decisions shaping tomorrow’s portfolios.

Beyond the sessions, one of the best parts was connecting with professionals across the industry and exchanging ideas with people who are equally passionate about helping clients navigate their financial futures. Looking forward to bringing these insights back and continuing to grow as an advisor.

04/30/2026

Client visits are some of our most meaningful moments. They deepen our relationships and help us stay fully aligned throughout each financial milestone. With tax season wrapped up, our appreciation for the dedication and excellence of our tax team couldn’t be greater. Thank you for an outstanding year.

In a complex market, clarity is one of the most valuable things I can give.That was top of mind as I reflected on why I ...
04/23/2026

In a complex market, clarity is one of the most valuable things I can give.

That was top of mind as I reflected on why I do what I do, and it came through clearly during the Spring Roadshow with Dan Janis, Dan Bastasic, and Eileen Riley. The conversations highlighted how experience and disciplined research bring clarity to global markets and reveal today’s income opportunities.

I’m grateful for the chance to learn, and I aim to bring that same clarity to every client conversation.

Address

129 Park Street
Waterloo, ON
N2L1Y4

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+15193401382

Website

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