iA Private Wealth

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155 Frobisher Dr
Waterloo, Ontario N2V 2E1
+1 (519) 746-8448
https://holliswealth.com

iA Private Wealth, operating under the trade name Essential Wealth Group, offers a range of financial services aimed at achieving clients' financial peace of mind. With a focus on building relationships, the team prioritizes understanding individual needs and developing concrete goals paired with targeted strategies for financial success.

Led by Nikoletta Trasias, a CERTIFIED FINANCIAL PLANNER, the firm specializes in financial management, asset management, tax education planning, risk management, retirement planning, and estate planning. Committed to clients' financial well-being, they emphasize the importance of advised households, as research indicates they possess more than four times the assets of those without professional advice.

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