Heritage Plan

This plan is no longer offered to new customers.
To set up an RESP, please visit the Flex First Plan 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:

Using your RESP

Using your RESP

Learn how to withdraw your savings to fund your student’s education:

Reading your statement

Reading your statement

Take a look at our annotated guide to understand the parts of your Heritage statement:

FAQs

FAQs

Get answers to commonly asked questions about Heritage Plans.

About the subscriber vote and transition process

About the subscriber vote and transition process

By June 2022, all Heritage Plan customers will transition to a new plan.

Heritage Plan forms

Heritage Plan forms

Access a list of downloadable forms to help you manage your Heritage Plan.

Contact us

Contact us

Have a question about your Heritage Plan? We are happy to help you get the answers you need!

Stay up to date on the latest insights

Stay up to date on the latest insights

How much do you need to save?

How much do you need to save?

Find out how much it will cost to send a child to post-secondary school and what it will take to save for that important moment.