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Essential Wealth Group - IA Private WealthFinancial advisor in Waterloo, ON

Essential Wealth Group - IA Private Wealth is a financial advisor at 129 Park St, Waterloo, ON N2L 1Y4, ranked #25 of 74 wealth managers in Waterloo and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Waterloo, ONUpdated 0 paid placements in any rankingHow we rank

Call (519) 340-1382Website ↗

Key facts

Key facts about Essential Wealth Group - IA Private Wealth
Address129 Park St, Waterloo, ON N2L 1Y4Get directions
Phone(519) 340-1382
Websiteessentialwealthgroup.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 4 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Waterloo and 7 towns within 40 km: Kitchener, New Hamburg, Cambridge, Guelph, Paris, Stratford and Brant.

Based in Waterloo, ONView on map

Opening hours

Opening hours for Essential Wealth Group - IA Private Wealth
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Essential Wealth Group - IA Private Wealth

How is Essential Wealth Group - IA Private Wealth ranked in Waterloo?

Essential Wealth Group - IA Private Wealth is ranked #25 of 74 wealth managers in Waterloo by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Essential Wealth Group - IA Private Wealth’s hours?

Essential Wealth Group - IA Private Wealth is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Essential Wealth Group - IA Private Wealth serve?

Serves Waterloo and 7 towns within 40 km: Kitchener, New Hamburg, Cambridge, Guelph, Paris, Stratford and Brant. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Essential Wealth Group - IA Private Wealth?

Essential Wealth Group - IA Private Wealth has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Essential Wealth Group - IA Private Wealth?

Call Essential Wealth Group - IA Private Wealth on (519) 340-1382. The business is at 129 Park St, Waterloo, ON N2L 1Y4. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Essential Wealth Group - IA Private Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Essential Wealth Group - IA Private Wealth (this business)—635.0 (3)NoNo
Koppeser Wealth Counsel#24635.0 (3)NoNo3.1 km
Johnston & Associates Private Wealth#26625.0 (5)——11.2 km

See all 74 ranked wealth managers in Waterloo