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 – June

    12 Jun

    View / Download full report Canadian and U.S. stock markets experienced notable growth in May, thanks to easing tensions over tariffs between the U.S. and China. Canada’s main stock index had its biggest monthly gain… read more

  • Spring Clean Your Finances

    19 Mar

    Spring has officially sprung and it's time to spring clean your finances with these 6 steps! Iron out your budget Had a budget that got derailed during the pandemic or is no longer working for… read more