Heritage Education Funds and Knowledge First Financial: Stronger Together To Help Canadian Families Maximize Their Education Savings

Throughout a child’s journey to adulthood, parents will experience many heart-warming moments as friends, family and community come alongside to offer their help and support. For over 50 years, both Knowledge First Financial and Heritage Education Funds have had the privilege of being part of that journey, by enabling families to plan for their child’s future through Registered Education Savings Plans (RESPs).

Only half of Canadian families have an RESP and the majority of those families do not save enough to benefit full from all the government incentives, like the Canada Education Savings Grant. That’s why, in January 2018, Knowledge First Financial acquired like-minded Heritage Education Funds to serve a growing need for RESP specialists who are dedicated to helping families maximize their education savings.  The companies will be stronger together, able to make a more significant difference to its customers and other families who are striving to provide a post-secondary education for their children.

Working together, the combined company looks forward to offering value through:

  • More focus on RESPs. Together we’ll continue to specialize on education savings and the goal of helping students cover the cost of tuition and other educational expenses in a time of changing career prospects and rising costs.
  • More RESP specialists. We’ll offer a larger network of sales representatives to provide information and expert advice to families.
  • More innovation and choice in products and savings tools to help our customers maximize their education savings.

According to a recent survey  conducted by Ipsos for Knowledge First Financial, saving for post-secondary education is a top priority for parents with children under 14 . Today’s parents are more aware of and motivated by government grants to help fund their children’s education and, by joining together, the combined company is uniquely focused on serving this important financial priority through its national sales force of RESP specialists.

We know first-hand that RESPs make a huge difference – not only by preparing families financially for the high cost of education, but inspiring students unlock the potential their post-secondary education brings. Since 1965, Knowledge First Financial and Heritage Education Funds have proudly helped Canadian families fulfill their children’s ambitions through education savings plans and by joining together, our commitment to your child’s future has grown stronger. Here’s to the future!

About Us

Canadian families have relied on education savings plans offered by Knowledge First Financial for more than 50 years.  Today the company provides sound financial management and administers $3.6 billion in assets on behalf of more than 250,000 customers. Since 1965, payments from the plans have reached $4.2 billion.

Knowledge First Financial Inc. is the investment fund manager, administrator and distributor of the Registered Education Savings Plans.

Heritage Education Funds is a leading and trusted Canadian provider of Registered Education Savings Plans, with over 50 years of RESP experience. Focused on offering value to its clients, Heritage is also the distributor of the Heritage and Impression Plans. Heritage Plans have $2.7 billion in assets under management and payments from the plans have exceeded $2.1 billion since 1965.