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.
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?
With gratitude for this beautiful country, Happy Canada Day from our team at Essential Wealth Group
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.
06/21/2026
Happy Father’s Day to the dads who plan ahead! From our team to yours, we’re celebrating you today!
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
Click here to claim your Sponsored Listing.
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Address
129 Park Street
Waterloo, ON
N2L1Y4
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 4pm |