Welcome to Knowledge First Financial!
You can also contact your Sales Representative.
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:
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
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.