Can you provide a description of your business?
Canadian families have relied on education savings plans offered by Knowledge First Financial for more than 50 years. Today, the company manages $3.62 billion in assets on behalf of more than 250,000 customers. Since 1965, payments from the plans have reached $3.6 billion and the Knowledge First Foundation has further enhanced Education Assistance Payments to students by nearly $50 million.
Knowledge First Financial Inc. is a wholly-owned subsidiary of the Foundation and is the investment fund manager, administrator and distributor of Registered Education Savings Plans (RESPs). Knowledge First Foundation is a not-for-profit Canadian corporation with no share capital. The Foundation is therefore able to reinvest excess revenues in initiatives that support student success.
What led you to this business?
I was looking for a career change that gave me flexibility in my hours.With a strong belief in saving for post-secondary education, it was a perfect fit with Knowledge First Financial!
What do you love most about bringing your offerings to growing families?
Knowledge First Financial offers a peace of mind savings solution to parents.As a parent of 3 kids, I understand the daily financial challenges of raising a family AND saving for the future.Everyone with an RESP shares the goal of saving for education. The best approach is to balance what you want to achieve with what you can afford.The earlier you start saving, the earlier you can take advantage of the grants and tax-sheltered savings.
Which products/services/messaging are you most excited to share at the expo?
I'm excited about the exersaucer draw at our booth. I sincerely enjoy meeting young parents and the opportunity to talk about how I can help them save for their child’s future.
Now is a great time to meet with me and open an RESP from Knowledge First Financial. As a thank you for meeting with me to learn more about RESPs – you will receive a $25 Toys’R’Us gift card. Plus, until July 31st, new customers will be automatically entered into our #RESP150 Contest to win one of 150 prizes, including a grand prize travel gift card worth $5000.
What’s your earliest childhood memory?
Begging my parents for a puppy and getting goldfish, a turtle and a budgie!
Unique celebrity baby names are a growing trend. What’s your favourite?
Frankie & Harper