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

Essential Wealth Group

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Canada
Waterloo, ON
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.

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!

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.

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!

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

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.

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!

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

http://essentialwealthgroup.com/

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