The care we provide shows
in every step we take.

Meet Your Team

Nicky Trasias, CFP®

Investment & Insurance Advisor

Essential Wealth Group is a trade name of Nikoletta Trasias, Certified Financial Planner®

Nicky’s primary focus is discovering what’s important to you. She spends most of her day conducting meetings and working alongside our clients to develop and implement financial plans and other solutions.

Nicky holds the CERTIFIED FINANCIAL PLANNER® designation and has spent the last 20 years in the financial services industry. Prior to establishing her own wealth management practice, she spent nearly 10 years under the mentorship of Greg Bencina, a now retired but previously very well respected senior advisor in our office.

Nicky is a proud mother of two adult sons and younger daughter. She and her husband are devoted hockey parents who spend most of their free time carpooling between practices, games and tournaments. When not at the rink, Nicky enjoys practicing yoga and hosting her big Greek family events.

Samantha Trasias, CFP®

Licensed Assistant

Essential Wealth Group is a trade name of Nikoletta Trasias, Certified Financial Planner®

Samantha is Nicky’s right-hand whose primary role is to assist with the development of client solutions, financial plans, model portfolio construction and review.

Samantha started with our team in 2013 and during that time graduated with honours from the Financial Planning program at Conestoga College where she received all of her industry licenses and credentials. Like Nicky, she also holds the CERTIFIED FINANCIAL PLANNER® designation which she obtained in 2019.

When not in the office Samantha and her handyman husband keep busy with home improvement projects, interior design being a big passion of hers. The couple is also very excited to be welcoming their first child in February 2021 and are already dog parents to an adorable little Maltese, Bella.

Jayne Logan

Administrative Assistant

Essential Wealth Group is a trade name of Nikoletta Trasias, Certified Financial Planner®

Jayne joined our team in November 2020 and her role is to provide primary administrative support. Behind the scenes she is responsible for preparing and processing meeting and account related paperwork, posting trades following investment recommendations and all related follow-up.

Outside of the office Jayne is a licensed commercial pilot and loves spending her time in the skies. When she is not flying she is spending time at home with her partner Eric and their big Bernese fur baby, Bentley. You could call them the “outdoorsy type” and can typically find them hiking, adventuring to new places and spending time on the water in the warmer months.

Alexandra Dedes

Branch Administrator

Essential Wealth Group is a trade name of Nikoletta Trasias, Certified Financial Planner®

Alex is the newest member of our team joining in November 2019. As branch administrator her primary role is to maintain the efficiencies of our day-to-day operations at the office. Alex is also the first warm smile you will be greeted with at the reception desk when you enter the office.

While Alex does not come from a financial background, she does bring with her many years of client service and managerial experience from her previous career.

Like Nicky, Alex is very involved in the Greek community and volunteers for the Ladies Philoptohos at St’s Peter & Paul Greek Orthodox Church. Spending time with her family is very important, gathering to cook and eat meals together any chance they get. Alex and her husband also love to spend time together antiquing, gardening, baking and staying active outdoors.

Our Partnered Professionals

We don’t do this alone. We rely on the expertise of our trusted specialists to ensure all aspects of your financial and personal affairs are looked after. Think of them as your extended team.

Estate Law

Tyler Hortie, LLP Lawyer/Partner

Estate, Corporate & Real Estate Law

Cohen Highley

Tyler practices in the areas of corporate/commercial, real estate and estate law. His estate practice focuses on planning and administration including the use of multiple wills as a tool to reduce estate administration tax (probate). He also has substantial experience in developing estate plans for individuals with disabled children and/or other dependents. The breadth of Tyler’s practice allows him to offer solutions to our clients that combine corporate, real estate and estate planning advice. Tyler was called to the bar in 2007 and is managing Cohen Highley’s Kitchener-Waterloo office.

Mark Simon, LLP Lawyer

Estate, Business & Real Estate Law

Duncan, Linton LLP

Mark focuses his practice on Wills & Estates, Business Law, and Real Estate. He completed his articles at Duncan, Linton LLP and joined the Waterloo firm after his call to the bar in June 2019.

Mark was born and raised in Kitchener, Ontario, and attended Wilfrid Laurier University earning an Honours Bachelor of Arts degree in philosophy, a Master of Business Administration degree, and a Master of Arts degree in philosophy. He then attended the University of Windsor where he completed his Juris Doctor degree.

Mark works with his clients to provide a strong legal foundation and protection for their future. He offers efficient and cost effective solutions to legal matters, whether they are routine or complex. Mark prides himself on being a client-focused lawyer who is readily available to discuss questions and concerns while addressing your legal needs.

Jim Kibble

Independent, Fee-Only Estate Planner

Ontario Estate Consulting Solutions Inc.

Jim is an independent fee-only estate planner and founder of Ontario Estate Consulting Solutions Inc. He walks clients through the necessary conversations and considerations that go into creating a sound estate plan. His many years of experience and specialized expertise are used to ensure that, upon your passing, your assets are dispersed in accordance with your wishes and in the most tax-efficient manner possible. Think of him as the first step before sitting down with a lawyer.

He holds credentials as a Chartered Accountant (CA), Trust and Estate Practitioner (TEP) and Certified Executor Advisor (CEA). Jim is also the resident estate planner at the Henry Walser Funeral Home Ltd. in Kitchener where his office is located.

Insurance

Jennifer Jacobs, CFP®, CLU, CHS, EPC

Long-term Care & Living Benefits Specialist

HollisWealth Insurance Agency Ltd.

Jennifer is an expert in long term care and living benefit planning. She has been a leader in Living Benefit solutions, education and promotion since 2003. Jennifer is able to offer clients a true understanding of the current long term protection options and the tremendous financial impact of serious health issues, accidents and natural aging.

jenniferjacobs.ca

Dan Burjoski, CFP®, CLU

Complex Needs Insurance Specialist

HollisWealth Insurance Agency Ltd.

Dan has been in the Financial Planning industry for over 28 years. He specializes in insurance, tax and estate planning and has a unique perspective on the role of tax planning in the overall financial plan. In 2009 he was named to Financial Planning Standards Planning Council’s President’s Life for achieving one of the 10 highest marks in the country on the CFP® exam.

burjoskifinancial.ca

Lorraine Graham, PFP, CHS, CCS

Insurance Consultant

Asage Financial

Lorraine has been in the financial industry for over 20 years in both advisor and management roles that have helped her prepare for what she considers the best role in the business; working directly with clients on their insurance needs.

She understands the nuances of the Family and Business markets, and has the skills necessary to provide solutions for any insurance need. Thorough in her approach, she will guide you step by step on how best to protect yourself, your family, or your business against critical illness, disability or death.

Even if you have been previously rated or declined for life insurance, Lorraine takes pride in providing solutions for those who are difficult to insure.

Taxes & Accounting

HollisWealth and the Industrial Alliance Securities Inc. companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.

Zebroski and Associates

Chartered Professional Accountants

Zebroski and Associates

Zebroski and Associates is located only minutes from our office. We often include their accountants in our meetings and overall financial planning process, so that they can lend their knowledge and expertise in specialized accounting, consulting and tax solutions to suit each client’s unique situation. The team at Zebroski and Associates also completes annual tax returns for our clients, a service which is conveniently facilitated through our office.

zebroskiandassociates.ca

Mortgage & Real Estate

Mortgages provided by referral.

Patti Lewis

Mortgage Agent

Invis Inc.

Patti prides herself on providing personalized service and honest, professional, mortgage advice. As a licensed Mortgage Agent with Invis Inc., she is able to apply over 33 years of banking and financial experience to finding financing and mortgage solutions that work best for you. Patti has access to over 25 financial institutions; she is not committed to any one lender, only to your financial success.

Emily Schuurmans

Real Estate Agent

House 2 Home Realty, Keller Williams

Emily grew up in Floradale, a small town in Woolwich County and for many years worked on her family dairy farm. As their farming operation grew, and so did their family’s real estate portfolio.

She became intimately involved with farm purchases and real estate investments, as well as barn and house rentals, fueling her passion for real estate. She now runs House 2 Home Realty and works with home buyers and sellers in the Waterloo Region and surrounding area.