Transactions

Transactions

Overview

Knowledge First Financial Completes Sale of Heritage Education Funds International

October 01, 2021

Knowledge First Foundation, which in conjunction with its wholly-owned subsidiary Knowledge First Financial Inc., is a leading Canadian investment fund manager, administrator and distributor of Registered Education Savings Plans, with approximately $6.7 billion in assets under management and a sales force of more than 1,200 licensed representatives, completed the sale of Heritage Education Funds International Inc. and the transfer of Heritage International Scholarship Trust Foundation to Proven Investments Limited.

Wildeboer Dellelce LLP acted for Knowledge First Foundation and Knowledge First Financial Inc. in connection with the transaction with a team that included Mark Wilson and Katy Pitch.