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.

Learn More

Live for today and plan for tomorrow.

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

Learn More

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!

Contact Us

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®

Meet Your Team
Book aconsultation

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

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

– Warren Buffet

News

  • Monthly Market Snapshot – September

    View/download full report Following a broad rally in July, equity markets kicked off August strongly, but the rally was derailed, and volatility spiked moving into the final two weeks of the month. Fed Chair Powell… read more

  • Interview with estate planner, Jim Kibble

    In the video below, Nicky interviews Jim Kibble, independent fee-only estate planner and founder of Ontario Estate Consulting Solutions Inc. Jim walks our clients through the necessary conversations and considerations that go into creating a… read more