Our Story
Founded in 2009 by certified financial planner Maria BigHegi, our company was born from a simple mission: to help Canadians navigate the complex world of retirement and pension planning with confidence and clarity.
What started as a small practice in downtown Toronto has grown into one of Canada's most trusted financial planning firms, serving clients across the country with personalized strategies for pension optimization, investment management, and comprehensive retirement planning.
Today, we manage over $50 million in client assets and have helped more than 500 families achieve their financial goals. Our success is built on a foundation of trust, expertise, and unwavering commitment to our clients' financial well-being.
