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 – January

    View/download full report Equity markets tumbled in December to finish off a painful year for stocks. The Nasdaq Composite, the S&P 500, and the Dow all posted their worst calendar year returns since 2008. Notably,… read more

  • 2023 New Year’s Resolutions

    The period between Christmas and New Years is the perfect time to reflect on your goals and think about what adjustments you may want to make going forward. Use our downloadable worksheet to get started… read more