Transactions

Transactions

Overview

Knowledge First Financial Completes Reorganization of Heritage Group Plan and Heritage Self-Determined Plan

March 01, 2022

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 reorganization of the Heritage Group Plan and Heritage Self-Determined Plan (the “Heritage Plans”) into the Family Single Student Education Saving Plan (“Family Single Student Plan”) and consequential transfer of assets of the Heritage Plans to the Family Single Student Plan.

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