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.

Back-to-school season is almost here!A friendly reminder that fall tuition payment deadlines are coming up. If you’re pl...
08/19/2026

Back-to-school season is almost here!

A friendly reminder that fall tuition payment deadlines are coming up. If you’re planning to use RESP funds, now is a great time to review upcoming deadlines and make sure everything is in place.

Have questions about accessing your RESP? Our team is here to help.

A proud mentor moment! Olivia interned with us at EWG before heading to a co-op at Fidelity, and the growth has been inc...
08/18/2026

A proud mentor moment!
Olivia interned with us at EWG before heading to a co-op at Fidelity, and the growth has been incredible to watch.
She’s back with us in September, and we couldn’t be more excited.
Congrats, Olivia!!!
We’re so proud!!!
Hear about her experience in her own words. View full video. Link in bio.

Fidelity Canada 🇨🇦 Liv Francis

07/31/2026

Why the elephant?

Walk through our office and you’ll notice elephants everywhere. On shelves, in artwork, and throughout our space. They’re more than just décor, they reflect our philosophy.

In 1992, iA Financial Group adopted the elephant as its symbol, representing wisdom, attentiveness, responsibility, strength, and stability. At Essential Wealth Group, those values continue to guide how we support our clients.

Elephants are known for their intelligence, remarkable memory, and purposeful movements. They don’t rush, they move with intention, guided by experience. That’s the same thoughtful approach we bring to financial planning.

Real wealth isn’t built overnight. It’s built the way an elephant walks: steadily, deliberately, and with a clear sense of direction.

It’s a daily reminder of the kind of guidance we strive to provide steady, thoughtful, and built for the long walk.

Now tell us... how many elephants did you count in the video?

07/01/2026

With gratitude for this beautiful country, Happy Canada Day from our team at Essential Wealth Group

We are so thrilled to celebrate someone who makes our office feel like home. Congratulations to our Office Manager, Alex...
06/30/2026

We are so thrilled to celebrate someone who makes our office feel like home. Congratulations to our Office Manager, Alex, on winning the Excellence in Team Leadership Award at the iA Private Wealth Admin Spotlight event in Burlington!

Her leadership in our office is defined by reliability, preparedness, and a willingness to step in before anyone even asks.

She’s the one team members rely on, the voice clients trust, and the steady presence that keeps our office running with precision and heart.

This is well deserved. Congratulations Alex!

Clients love you. We love you. And we appreciate you more than you know.

Happy Father’s Day to the dads who plan ahead!   From our team to yours, we’re celebrating you today!
06/21/2026

Happy Father’s Day to the dads who plan ahead! From our team to yours, we’re celebrating you today!

06/15/2026

44th Annual KW Greek Food Festival!
After countless hours of preparation and the dedication of volunteers from every generation, our community came together to celebrate something truly special.
To every hand that stirred a pot, set up a tent, greeted a guest, or simply showed up with heart, thank you. This festival is a testament to what we can achieve when generations come together for something greater than ourselves.
At Essential Wealth Group, we are honoured to have been a proud sponsor of this year’s festival. Investing in our community is just as important to us as investing in your future, and events like this remind us exactly why.
Here’s to 44 years of culture, tradition, and togetherness. We’ll see you at 45!

Today, I had the pleasure of attending the Mackenzie Investments Women’s Conference alongside two of our talented young ...
06/11/2026

Today, I had the pleasure of attending the Mackenzie Investments Women’s Conference alongside two of our talented young female Co-op students . It was especially rewarding to share this experience with the next generation of leaders and professionals.

The day was filled with insightful conversations about investing, wealth-building, leadership, education of new technologies, and the importance of supporting and uplifting women in business and finance.

Providing opportunities for young women to learn, grow, and build meaningful connections is incredibly important. The future is bright when knowledge, mentorship, and ambition come together.

I’m grateful for a day of learning, networking, and inspiration, and proud to play a small part in investing in both financial growth and future talent.

Empowered women empower women.

The 44th Annual KW Greek Food Festival is almost here!Join us this weekend at St. Peter & Paul Greek Orthodox Church for...
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!

We are thrilled to officially introduce our 2026 summer co-op students to the team: meet Alexia and Olivia! These two po...
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.

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

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