‎Canada Learning Bond

The CLB is a free government grant that can provide up to $2,000 for your child’s RESP.

‎Flex First Plan

Enjoy full flexibility with a Flex First Plan that is built around your child’s future and your family’s resources.

‎Keep Investing

Here are some ideas to inspire you to keep contributing to your RESP.

‎Pay it Forward

Catch up on your RESP savings with carry forward grant room.

‎Stay Invested in Your RESP

Three great reasons why you should not be concerned about your RESP.

‎Customer Conflict of Interest Disclosure

How we identify and address conflicts of interest in your best interest. Due to regulatory changes effective on June 30, 2021, we are required to provide you with detailed explanations of the real or potential material conflicts of interest that may arise in your dealings with us.

‎Knowledge First Foundation Code of Conduct

Our Code of Conduct provides various rules and guidelines for ethical behaviour. It is based on our values and reinforces our commitment to customer service, our support for a safe and healthy workplace, and our sensitivity to the environment.

‎Annual Report of the Independent Review Committee 2020

In accordance with securities regulation National Instrument 81-107, Knowledge First Financial established the Independent Review Committee. The IRC is responsible to consider and provide recommendations on conflict of interest matters and publishes an annual report to Planholders.

‎Knowledge First Financial Detailed Disclosure Document (Prospectus)

This Detailed Disclosure contains information to help you make an informed decision about investing in our plans.

‎Documents incorporated by reference

These documents are incorporated by reference into this Prospectus, which means that they legally form part of this document even though they are not printed with it.

‎Plan Summary – Flex First Plan

This summary tells you some key things about investing in the Flex First Plan. You should read this Plan Summary and the Detailed Plan Disclosure carefully before you decide to invest.

‎Education Assistance Agreement – Flex First Plan

This is the agreement made as of the enrollment date between Knowledge First Foundation and the customer, as a subscriber to the Flex First Plan.

‎Plan Summary – Family Single Student Plan

This summary tells you some key things about investing in the family individual plan. You should read this Plan Summary and the Detailed Plan Disclosure carefully before you decide to invest.

‎Education Assistance Agreement – Family Single Student Plan

This is the agreement made as of the enrollment date between Knowledge First Foundation and the customer, as a subscriber to the individual plan.

‎Plan Summary - Heritage Plans

‎Heritage Plans Detailed Disclosure Document (Prospectus)

‎Education Savings Plan Contract - Heritage Plans

‎Flex First Plan

A list of fees and expenses for the Flex First Plan.

‎Family Single Student Plan

A list of fees and expenses for the Family Single Student Plan.

‎Annual Financial Statement - Dec 31, 2021: Flex First Plan

‎Annual Financial Statement - Dec 31, 2021: Family Single Student

‎Annual Financial Statement - Dec 31, 2021: Heritage Plan

‎Semi-Annual Financial Statement - Jun 30, 2021: Flex First Plan

‎Semi-Annual Financial Statement - Jun 30, 2021: Family Single Student Plan

‎Semi-Annual Financial Statement - Jun 30, 2021: Heritage Plans

‎Flex First Plan - MRFP for the fiscal year ended Dec 31, 2021

‎Family Single Student Plan - MRFP for the fiscal year ended Dec 31, 2021

‎Heritage Plans - MRFP for the fiscal year ended Dec 31, 2021