Heritage Plans Information

Heritage Education Funds is a division of Knowledge First Financial Inc. Acquired in January 2018, together they create the largest RESP Company in Canada with $6.4 billion in assets under management. Each company brings more than 50 years of experience in helping Canadian families save for post-secondary education. Heritage Education Funds is a division of Knowledge First Financial Inc. Knowledge First Financial Inc. is a wholly owned subsidiary of the Knowledge First Foundation and is the investment fund manager, administrator and distributor of the education savings plans offered by Knowledge First Foundation and Heritage Educational Foundation. For more information about our education savings plans, please visit knowledgefirstfinancial.ca or refer to our prospectus. Knowledge First Financial® is a registered trademark of Knowledge First Financial Inc. Head office: Knowledge First Financial Inc., 50 Burnhamthorpe Road West, Suite 1000, Mississauga, Ontario L5B 4A5

Website	http://www.heritageresp.com
Revenue	$9.1 million
Employees	150 (74 on RocketReach)
Founded	1965
Address	2005 Sheppard Ave. E., Unit 700, Toronto, Ontario M2J 5B4, CA
Phone	+1 905-270-8777
Fax	(416) 502-2555
Technologies	JavaScript , HTML , PHP +39 more (view full list)
Industry	Financial Services, Banking, Children, RESP, Finance, Education, Post-Secondary Saving Plans, Secondary Education, Education Savings Plans, Government Education Grants, Scholarship Trust Plans, Post-Secondary Education
Web Rank	662955
Keywords	Resp, Education Savings Plan, Education Fund, Higher Education Planning, College Savings, Education Investment, Child Education, Tuition Savings, Financial Planning, Future Education, Investment, Financial Services, Wealth Management, Retirement Planning, Asset Management
Competitors	Aflac, MetLife, Prudential Financial, Safeco Insurance, Allianz Life, Northwestern Mutual, MassMutual, State Farm, AIG, Guardian Life +42 more (view full list)
SIC	SIC Code 603 Companies, SIC Code 60 Companies
NAICS	NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 522120 Companies, NAICS Code 5221 Companies, NAICS Code 522 Companies, NAICS Code 52312 Companies, NAICS Code 523120 Companies, NAICS Code 52212 Companies, NAICS Code 523 Companies