Heritage Plan Subscribers

Welcome to Knowledge First Financial!


We welcome all Heritage Plan subscribers to the Knowledge First website, and are here to answer any and all questions that you may have.

Have a question about your Heritage Plan? We are available to help you via:

You can also contact your Sales Representative
Withdrawing Contributions

Using Your RESP

When your student reaches the post-secondary years, it’s time to take the first step in accessing your savings from your RESP. 

In a Heritage Plan this process is called ‘maturing your plan’ and is accomplished by selecting the appropriate option on your maturity application before the August 15 deadline.

Learn more about the maturity process/EAP

Government Grants

Only an RESP is eligible for government grants, which truly makes it the best way to save for post-secondary education. The Canada Education Savings Grant can contribute up to $7,200 to your child’s future. Depending on your financial situation and your province, other education grants can add even more.

Learn more

Live Chat

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

Friday:
9:00am– 6:00pm EST

Heritage Plans
Flex First/Single Student

Subscriber Online Account

You can check the status of your application or payout in the Maturity section of your Subscriber Online account.  You can also download your maturity or EAP application in your account.

 

Client Login

 

Forms & Resources

We’re here to help

Contact your Sales Representative or our Customer Service team if you have any questions on your RESP investments.

 Contact Us