Heritage Plans - Calgary

Name: Heritage Plans - Calgary
Address: 160 Quarry Park Blvd #300, Calgary, AB T2C 3G3, Canada, C, 2, Canada

1.1/5 ★ based on 8 reviews

About Heritage Plans

At Knowledge First Financial, we are committed to empowering students. Our flexible products and helpful RESP specialists are focused on enabling families maximize their education savings, so students can achieve success throughout their post-secondary journeys and beyond.

With over $7 billion in assets under management*, we are Canada’s largest RESP company. Everything we do at Knowledge First is in service to our students. We firmly believe that access to education is a basic right and pride ourselves on equipping our students and champions with the means to ensure a brighter financial future. We manage RESPs for more than 600,000 students and each year approximately 60,000 of them attend post-secondary with the help of one of our plans.
_{*As at December 31, 2020}

Contact Heritage Plans

Address :	160 Quarry Park Blvd #300, Calgary, AB T2C 3G3, Canada
Phone :	📞 +777
Postal code :	2
Website :	http://www.heritageresp.com/
Categories :	Financial institution , Investment service ,
City :	C

Best Financial institution in Canada

D	Demeter Huang on Google ★ ★ ★ ★ ★
A	Amanda Roberts on Google ★ ★ ★ ★ ★
L	Laura Freeman on Google ★ ★ ★ ★ ★
b	brittany estabrooks on Google ★ ★ ★ ★ ★
D	Danny Pham on Google ★ ★ ★ ★ ★
s	sumi rakesh on Google ★ ★ ★ ★ ★ Please ask about the fee. Canceling the plan after 1.5 years my loss is $2400 and transferable amount is 1891( what we are getting back). Sales fee is very high.
J	J Oh on Google ★ ★ ★ ★ ★ I would give minus stars if I could. My 2 kids plan matured. Basically payout is a lot less than promised. In fact, we got in total basically what we put in all these years plus what the government grants we would have gotten anyways - NO INTEREST NOR EARNINGS WHATSOEVER! The $4400 sales charge and income adjustments basically eats up any earnings. To get our money that we put into the plan, you have to provide all sorts of information every year and put your through alot of grief. TOTALLY NOT WORTH IT. I regret starting this. Save your self the grief and do it yourself with a regular bank.
S	Sherise Thompson on Google ★ ★ ★ ★ ★ This is a complete waste of time. On the verge of being a scam. Making less than if we had stuck it all in the bank and let it sit there. After 13 years, I would have $10k more than I do now if I had just taken care of it myself- as in a 1/3 more.!! I don’t know how the sales reps can sell this in any good conscious. Their commissions are more than we’ve made in interest. I’m thinking of making an inquiry with the government, this is so bad.