All Heritage Group and SDO RESPs are being transferred to a Knowledge First Financial Family Single Student Plan! To learn more about the transfer and your new plan, please visit our dedicated plan transfer page.
In 2021, Heritage Plan customers voted to transfer assets to an individual RESP by June 2022. As such, Knowledge First no longer offers the Heritage Plans to new customers. To set up a new RESP, please visit our Flex First Plan page.
If you are an existing Heritage customer, we are here to support you before, during, and after the transition period. Choose from one of the following support options:
Learn how to withdraw your savings to fund your student’s education:
Take a look at our annotated guide to understand the parts of your Heritage statement:
Get answers to commonly asked questions about Heritage Plans.
By June 2022, all Heritage Plan customers will transition to a new plan.
Access a list of downloadable forms to help you manage your Heritage Plan.
Have a question about your Heritage Plan? We are happy to help you get the answers you need!