Heritage Educational Foundation Plan Voting Hub

Welcome to the Heritage Educational Foundation 2021 voting hub.


Here, you’ll find all the information and documents related to the proposal to wind-up the Heritage Group and Self-Determined Plans, transferring your existing RESPs to Knowledge First’s Family Single Student Plan, an individual RESP plan.
 

YOUR VOTE IS IMPORTANT

Choosing to move to the Family Single Student Plan is a decision that will give you more control of your plan and creates more certainty about what you will have in your RESP when it comes time for your student to attend post-secondary school.

The Board of Directors of the Heritage Educational Foundation strongly recommends that you support and vote in favor of this change.

For a high-level overview of why this vote is important, and how it can benefit you, please review the following document:
Your Vote Is Important     (Chinese version) 

 

HOW TO VOTE

The Heritage Educational Foundation will be holding a special meeting via Zoom on Thursday, May 6, 2021 at 10:00 a.m. EDT for all Heritage Group Plan subscribers and at 1:00 p.m. EDT for all Self-Determined Plan subscribers.

Subscribers can either vote during the Special Meeting webcast or in advance. In either case you will require the Control Number located on your proxy form.

To learn more about how to vote by attending the Special meeting, please review the following document:

Virtual Meeting Guide – Group Plan Members  (Chinese version)
Virtual Meeting Guide – SDO Plan Members  (Chinese version)


Vote in advance - We are encouraging all customers to vote in advance of the Special Meeting by using the Proxy Form that was mailed to you. Instructions on how to vote in advance by phone, e-mail, or mail are outlined on the proxy form.  You will need the proxy form that was mailed to you to vote, so please hold on to it.

Unsure of what the proxy form looks like?  Click here for a sample of one that you should have received in the package we mailed to you. 

Sample Group Proxy Form
Sample Self-Determined Proxy Form


VOTING MATERIALS

For an in-depth look at the vote and its proposed changes, please refer to the notice of meeting and information circular found below:
Notice of Meeting (Heritage Group Plan Members) 
Notice of Meeting (Self-Determined Plan Members)
Information Circular
 

Knowledge First Family Single Student Plan

Looking to get a better understanding of the Family Single Student Plan?  Here is the Plan summary that will provide you with an overview of the individual RESP that your Heritage Plan will be transferred to.

STILL HAVE QUESTIONS?
We’re happy to answer any questions you may have.

Please be sure to check out our list of Frequently Asked Questions about the vote and its proposed changes.

For all other inquiries, please email us at info@HeritageVote2021.ca or call us at 1 800 363-7377.
Questions?
Toll Free: 1 800-363-7377
TTY: 1 877 694-7944
Monday to Thursday
9AM to 8PM EST
Friday
9AM to 6PM EST
Contact us