RESP providers generally require proof of full-time status along with the number of credits completed at an educational institution. Students are normally provided a verification of enrolment form (VOE) to be completed by McGill. However, most students can now submit their proof of enrolment letters directly to their RESP provider.
The Canadian Business Journal spoke to CEO of Heritage Education Funds, about the company, investing, and the current state of the RESP industry in Canada. To focus on what’s important to its clients, Heritage Education Funds offers one product — Registered Education Savings Plans; and two plans — Heritage Group RESP as well as a self-determined, Impression Plan. Its sole purpose is to help parents save funds for their children’s post-secondary education and provide a thorough education about RESPs to its clients.
Heritage Education Funds, a leading, trusted and experienced provider of Registered Education Savings Plans (“RESPs”) in Canada, is delighted to be celebrating 50 years of helping families achieve their educational dreams. The company has successfully administered over 460,000 plans since its inception in 1965.
We specialize solely and exclusively on RESPs – and with branches across Canada, you can be in touch with an RESP representative today. Our RESP representatives provide exemplary customer service and speak a multitude of languages.
As of April 15, 2014: This business operates regionally with independent agents across Canada. The company sells Registered Education Savings Plan (RESPs) which are a vehicle for saving for education costs, for which the government can provide a contribution, and which is registered with the CRA.
Heritage Education Funds Inc is a profile on Industry Canada. When you choose Heritage Education Funds, you will be connected with a dealing representative (an RESP expert) who will meet with you at a convenience time and place to advise you on your childs Registered Education Savings Plan.
At Heritage Education Funds, we help families with their education savings plan from start to finish – including managing your paperwork and providing guidance so that you can plan for your beneficiary’s education
Small Stories: I would recommend the company to anyone, from a young graduate seeking to get into a financial industry to an established professional or executive with a lot of experience