Essential Wealth Group
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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.
06/04/2026
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.
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
05/14/2026
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!
Click here to claim your Sponsored Listing.
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Telephone
Website
Address
129 Park Street
Waterloo, ON
N2L1Y4
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 4pm |
