Essential Wealth Group

Essential Wealth Group

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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_privwealth #financialplanning #withyoueverystep
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.

06/08/2026

The 44th Annual KW Greek Food Festival is almost here!

Join us this weekend at St. Peter & Paul Greek Orthodox Church for a celebration of Greek culture, authentic cuisine, live entertainment, traditional dancing, and community.

At Essential Wealth Group, we’re proud to support events that bring our community together, and we’re honoured to be a Gold Sponsor of this year’s festival.

We look forward to celebrating with everyone and experiencing another incredible weekend of Greek hospitality and tradition. See you there!

Photos from Essential Wealth Group's post 06/04/2026

We are thrilled to officially introduce our 2026 summer co-op students to the team: meet Alexia and Olivia! These two powerhouses joined us this summer and have already hit the ground running. Their official job title? Administrative Assistants. Their actual job? Whatever we throw at them – and they’re nailing it. From admin duties and office organization to projects we haven’t even thought of yet, Alexia and Olivia are the kind of teammates who make everything run a little smoother (and our office a lot cleaner). We’re so excited to have them on board. Welcome to the chaos, ladies.

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!  

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

Photos from Essential Wealth Group's post 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.

Photos from Essential Wealth Group's post 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!

Photos from Essential Wealth Group's post 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.

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.

Photos from Essential Wealth Group's post 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.

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Telephone

Address


129 Park Street
Waterloo, ON
N2L1Y4

Opening Hours

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