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  1. CA
  2. ON
  3. Kitchener
Essential Wealth Group - IA Private Wealth

Essential Wealth Group - IA Private Wealth

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Open  9:00 AM-5:00 PM now
510 Frederick St Unit 2, Kitchener, ON N2B 3R1, Canada Get Directions
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ABOUT   Services Excellence Summary

Nicky identifies what is most important to you first and foremost. Her main role is advising clients and helping them to build and implement financial plans. Nicky, a Certified Financial Planner (CFP), has over 20 years of experience in finance. She spent nearly a decade working as an associate advisor under Greg Bencina, a now-retired but highly respected senior consultant in our office, before founding her wealth management business. Nicky is the mother of three children and the grandmother of two. She enjoys driving her daughter to hockey games, practices, and tournaments, and she and her husband are passionate about the sport. Nicky and her husband drive their daughter to hockey games, practices, and tournaments. Their youngest two play hockey. Nicky and her friends love to unwind by practicing yoga or holding large Greek family gatherings.

 

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Jodi left a 1 star review
★☆☆☆☆
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Sep 07
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Essential Wealth Group - IA Private Wealth Reviews: 4. Average Rating: 4.0

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Cannot give them 0 - my mom passed away, and they have been screwing around, giving false information. We request to speak to a manager or anyone above an admin assistant who knows nothing and can't answer anything. This has been going on for a couple of months. I asked for their securities number so that I could file a compliant through the securities commission.. they refused. Thankfully, their number was not required to file a formal complaint. If you have an option - avoid at all costs, or you will never get your money out!
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Jodi left a 1 star review
★☆☆☆☆
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1 year ago
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