Transactions

Transactions

Overview

Knowledge First Financial Completes Reorganization of Family Single Student and Family Group Education Savings Plans

January 01, 2020

Knowledge First Financial Inc., a leading Canadian investment fund manager, administrator and distributor of Registered Education Savings Plans, with approximately $6.2 billion in assets under management and a sales force of more than 1,600 licensed representatives, completed the reorganization of its Family Group Education Savings Plan into its Family Single Student Plan, effective January 1, 2020.

Wildeboer Dellelce LLP acted for Knowledge First Financial Inc. in connection with the reorganization with a team that included Mark Wilson, Ron Schwass, Rebecca Cochrane, John Kutkevicius and Katy Pitch.