Find a Sales Representative

Find a Sales Representative

For over 50 years, our Knowledge First Financial Sales Representatives have successfully helped families like yours save for their children’s future education, offering their customers the support and service needed to make the right choice.

Focused on Education

Unlike with other financial institutions, Knowledge First Financial Sales Representatives are focused on education savings. Their passion is helping you reach your goals through RESPs.

Mobile

Whenever you want to discuss your Registered Education Savings Plan, a Knowledge First Financial Sales Representative is free to meet you in the location of your choosing, whenever it’s convenient for you.

Personalized Advice

Everyone’s goals are different. That’s why Knowledge First Financial sales representatives will only offer you advice that is unique to you. They’ll listen to your needs and help you find ways to achieve your savings goals.

View a list of our branch offices or find contact information for your sales representative by filling one or all of the fields below:

Branch Notice: Due to Covid-19, many of our branch locations are temporarily closed.  Please call your branch before visiting in person.  We are still open and servicing customers via phone, email and web chat.

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For Heritage Plan contact information, view a list of Heritage plan branch offices, or find Heritage Plan sales representatives.

 

“The single most rewarding aspect of this work is seeing the smile on a parent’s face when their teen has found their career passion and then realizing -- the education costs to pursue that dream is not a worry. There is no greater satisfaction than knowing you are helping parents achieve their goal of saving for their child’s future.”

Esther Almela
Branch Director
Scholarship Plan Representative
Knowledge First Financial