Heritage Plans
Financial Services
Ca
151 employees
- Employees
- 151
- Contacts
- 1
- Emails
- 1
Heritage Plans Overview
- Headquarters
- Ca
- Phone Number
- Available in AeroLeads
- Website
- heritageresp.com
- Industry
- Financial Services
- Employees
- 151
- Founded
- 1965
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Rizvi Kazim | Operations Associate at Heritage Education Funds Inc. | Pakistan |
Email
|
| Linda Sweetland | Sales Representative at Heritage Education Funds |
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|
|
| Bill Tkach | Retired Sales Executive | Prince Edward County, Ontario, Canada |
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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 | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 0 |
| General | 2 | 2 | 0 |
| Finance | 2 | 2 | 0 |
| Operations | 1 | 1 | 0 |
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