We’re with you, every step.

Our Essential Steps™ will ensure every aspect of your financial well-being is taken care of as we work towards the ultimate goal of financial peace of mind.

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Live for today and plan for tomorrow.

Working together we will balance your priorities today while also planning for your future.

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Tell us what’s important to you.

The heart of our business is to build relationships, to actively listen and understand your needs and wants so that we can establish concrete goals and put strategies in place to achieve them. Let’s get to know each other!

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Nicky Trasias, Investment & Insurance Advisor*
CERTIFIED FINANCIAL PLANNER®
Essential Wealth Group is a trade name of Nikoletta Trasias, Certified Financial Planner®

Nicky Trasias, Investment & Insurance Advisor*
CERTIFIED FINANCIAL PLANNER®
Essential Wealth Group is a trade name of Nikoletta Trasias, Certified Financial Planner®

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Research shows that advised households
have more than 4 times the assets of
non-advised households

Source: New Evidence on the Value of Financial Advice, Dr. Jon Cockerline, Ph.D.

48%

One half of Canadians are
underfunding their retirement

Are you on track to live your retirement dream? Talk to us to be certain.

Source: HollisWealth, Global Wealth Management, Scotiabank 2016

Financial Management Asset Management Tax & Education Planning Risk Management* Retirement Planning Estate Planning

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

– Warren Buffet

News

  • Monthly Market Snapshot – March

    17 Mar

    Following strong gains in January, stocks closed lower in February. The market had priced in rate cuts in the second half of the year, but those expectations have largely vanished, with the market now assuming… read more

  • Income Tax Checklist

    15 Mar

    The income tax return deadline of  April 30, 2023 will be here before we know it! We want to make sure you get every tax credit and deduction you're entitled to. So, before you get… read more