We work with some of the country's leading portfolio managers who ensure your hard earned savings are well looked after:
Trustee and Custodian: RBC Investor Services Trust
Portfolio Advisors: Guadian Capital LP; Scotia Institutional Asset Management; TD Asset Management Inc.; and Yorkville Asset Management Inc.
Insurance Provider: Sun Life Assurance Company of Canada
Auditor: PricewaterhouseCoopers LLP
Heritage Education Funds is a division of Knowledge First Financial Inc. Knowledge First Financial Inc. is a wholly owned subsidiary of the Knowledge First Foundation and is the investment fund manager, administrator and distributor of the education savings plans offered by Knowledge First Foundation and Heritage Educational Foundation. For more information about our education savings plans, please visit knowledgefirstfinancial.ca or refer to our prospectus.