Our Team - BigHegiOca

Maria BigHegi, CFP

Founder & Lead Financial Planner

Certified Financial Planner (CFP) 15+ Years Experience

Maria founded BigHegiOca in 2009 with a vision to help Canadians achieve financial security through personalized planning strategies. With over 15 years of experience in pension optimization and retirement planning, she has helped hundreds of clients maximize their CPP benefits and build sustainable retirement income.

Maria holds a Master's degree in Financial Planning from the University of Toronto and is a member of the Financial Planning Standards Council of Canada. She specializes in complex pension strategies and has been featured in Canadian financial publications for her expertise in retirement income planning.

Specialties:

CPP & OAS Optimization
Retirement Income Planning
Tax-Efficient Strategies
Estate Planning

David Chen, CFA

Senior Investment Advisor

Chartered Financial Analyst (CFA) 12 Years Experience

David brings extensive experience in portfolio management and investment analysis. He specializes in creating diversified investment strategies that align with clients' risk tolerance and retirement timelines.

Sarah Mitchell, CFP

Financial Planning Associate

Certified Financial Planner (CFP) 8 Years Experience

Sarah focuses on comprehensive financial planning for young professionals and families. Her expertise includes education savings, insurance planning, and early retirement strategies.

Robert Thompson, FRM

Risk Management Specialist

Financial Risk Manager (FRM) 10 Years Experience

Robert specializes in insurance planning and risk management strategies. He helps clients protect their wealth and income through comprehensive insurance analysis and estate planning.

Jennifer Wu, CPA

Tax Planning Specialist

Chartered Professional Accountant (CPA) 9 Years Experience

Jennifer brings deep expertise in Canadian tax law and planning strategies. She helps clients minimize their tax burden while maximizing their retirement savings through strategic planning.

Our Professional Credentials

Committed to maintaining the highest professional standards

CFP Certified

Certified Financial Planner designation from the Financial Planning Standards Council

CFA Chartered

Chartered Financial Analyst certification for investment management expertise

IIROC Registered

Registered with the Investment Industry Regulatory Organization of Canada

Continuing Education

Ongoing professional development to stay current with industry best practices

Our Team Philosophy

At BigHegiOca, we believe that successful financial planning is built on trust, expertise, and genuine care for our clients' well-being. Our team approach ensures that you benefit from diverse perspectives and specialized knowledge.

Collaborative Approach

We work together to provide comprehensive solutions for complex financial situations.

Client-Centered Service

Your goals and concerns are at the center of everything we do.

Innovative Solutions

We stay current with industry trends to provide cutting-edge strategies.

Meet Our Expert Team