Heritage Plan
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.
Heritage customer support
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:
Reading your statement
Take a look at our annotated guide to understand the parts of your Heritage statement:
About the subscriber vote and transition process
By June 2022, all Heritage Plan customers will transition to a new plan.
Contact us
Have a question about your Heritage Plan? We are happy to help you get the answers you need!
