Heritage Plans Revenue
Financial Services • 
Toronto, Ontario, Canada • 101-200 Employees
Heritage Plans revenue & valuation
| Annual revenue | $12,900,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $41,100,000 |
| Total funding | No funding |
Key Contacts at Heritage Plans
Paul Dhillon
Agency Director
Stan Allen
Associate Agency Director
Carmen Lee
Associate Agency Director
Pal Dhulku
Executive Agency Director
H.Pal Dhulku
Executive Agency Director
Don Anderson
Agency Director
William Haberlach
Executive Agency Director
Carmen Lee
Associate Agency Director
Pal Dhulku
Executive Agency Director
Martina Wong
Agency Director
Company overview
| Headquarters | 2005 Sheppard Ave. E., Unit 700, Toronto, Ontario M2J 5B4, CA |
| Phone number | +18007392101 |
| Websites | |
| NAICS | 52 |
| SIC | 603 |
| Keywords | Financial Services, Finance, Financial Planning, Education Savings Plans, Resp, Post-Secondary Education, Government Education Grants, Post-Secondary Saving Plans, Scholarship Trust Plans |
| Founded | 1965 |
| Employees | 101-200 |
| Socials |
Heritage Plans Email Formats
Heritage Plans uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 51.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 51.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 21.8% |
{first name}@company.com | john@company.com | 11.2% |
{last name}.{first name}@company.com | doe.john@company.com | 9.1% |
{first name}_{last name}@company.com | john_doe@company.com | 6.6% |
About Heritage Plans
Heritage Education Funds is a division of Knowledge First Financial Inc. Acquired in January 2018, together they create the largest RESP Company in Canada with $6.4 billion in assets under management. Each company brings more than 50 years of experience in helping Canadian families save for post-secondary education. Heritage Education Funds is a division of Knowledge First Financial Inc. Knowledge First Financial Inc. is a wholly owned subsidiary of the Knowledge First Foundation and is the investment fund manager, administrator and distributor of the education savings plans offered by Knowledge First Foundation and Heritage Educational Foundation. For more information about our education savings plans, please visit knowledgefirstfinancial.ca or refer to our prospectus. Knowledge First Financial® is a registered trademark of Knowledge First Financial Inc. Head office: Knowledge First Financial Inc., 50 Burnhamthorpe Road West, Suite 1000, Mississauga, Ontario L5B 4A5
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Heritage Plans has 44 employees across 8 departments.
Departments
Number of employees
Funding Data
Heritage Plans has never raised funding before.
Heritage Plans Tech Stack
Discover the technologies and tools that power Heritage Plans's digital infrastructure, from frameworks to analytics platforms.
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