One Certificate. One Dream.
When Terri was a young girl, a certificate hung on her bedroom wall. “It was like a mock degree and my mom had it framed,” recalls Terri, an elementary school teacher in eastern Ontario.
It may be only a piece of paper but when it certifies that the holder is registered in an Education Savings plan with Knowledge First Financial, that paper represents much more. It represents possibilities.
“It would have been very difficult for my family to send me to university had my mom not invested in that plan,” says Terri.
That’s how she got in touch with Karen, a Knowledge First Financial sales representative. “When my daughter was a baby I naturally called Knowledge First Financial because I was familiar with them growing up,” she remembers.
Terri had no doubts about where to invest her savings. “I knew what to expect,” she recalls about first meeting Karen. “It was great. She was very thorough in explaining everything. She went through all the options and what was best for our family. And she was really great at accommodating our schedule. It was a really good experience.”
Karen’s relationship with Terri continues. With a plan in place for young daughter Camden, Terri has now added one for son Oliver.
“When Karen handed me the same certificate that I had growing up it was kind of full circle,” says Terri. “Now I tell my daughter that it represents her education, her future. Just like my mom told me.”