Heritage Plans

Heritage Plans

Financial Services Ca 151 employees
Employees
151
Contacts
1
Emails
1

Heritage Plans Overview

Headquarters
Ca
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
151
Founded
1965
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Heritage Plans

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

Heritage Plans Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Heritage Plans Org Chart

Sample employees and titles
Name Title Contact
Rizvi Kazim Operations Associate at Heritage Education Funds Inc.
Email
Linda Sweetland Sales Representative at Heritage Education Funds
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Bill Tkach Retired Sales Executive
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Sean Cooper 🏡 Mortgage Broker - 📖 Bestselling Author of Burn Your Mortgage - 💰 Personal Finance Journalist & Speaker - Mortgage-free at 30. Helping You
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Employees by Management Level

Individual contributor 11 profiles
Director 3 profiles
Executive 1 profile
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 0
General 2 2 0
Finance 2 2 0
Operations 1 1 0

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