Have a question about your Heritage Plan? We are available to help you via Live Chat, email or by phone at 1 800 363-7377. Press #1 for Customer Service and Option 3 for Heritage Plans.  You can also complete our Heritage Plan contact form.

At Knowledge First Financial we welcome any and all questions you have. You can contact our head office by live chat, e-mail or phone, or schedule an appointment with a Knowledge First Financial Sales Representative.

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Please be assured that Knowledge First Financial adheres to strict privacy guidelines. This information will not be sold or shared with any third party. We invite you to view our privacy policy and information on internet terms and conditions.


By Phone

Toll Free: 1 800 363-7377
Fax: 1 800 668-5007
TTY: 1 877 694-7944 (text telephone services for the hearing impaired)

By Mail

Knowledge First Financial Inc.
50 Burnhamthorpe Road West,
Suite 1000 Mississauga,
Ontario L5B 4A5

Live Chat
customer service representative with a headset

Now Available
Monday – Thursday:
9:00am– 8:00pm EST

9:00am– 6:00pm EST

Flex First/Single Student
Heritage Plans

Contact Info

Knowledge First Financial Inc.
50 Burnhamthorpe Road West,
Suite 1000
ON L5B 4A5
(Notice: Due to Covid-19, our office is currently closed.  However, we are still open and servicing customers via phone, email and web chat.)

1 800-363-7377

Press #1 for Customer Service


Option 1 for Flex First
Option 2 for Single Student Plan
Option 3 for Heritage Plans

Branch Office Listing

Our national sales force proudly serves Canadians from coast-to-coast and work as a team from one of our branch office locations.

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Unclaimed Property

Knowledge First Financial actively monitors our customer records to identify property (funds) that remains unclaimed.

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