How to manage your Classic Plan
If you opened a Plan offered by Knowledge First Financial prior to 1999, there's a good chance you subscribed to the Classic Plan, our cornerstone plan for many years. Sales of this plan ceased shortly after the introduction of the Family Group Plan, but it is still fully serviced and supported by Knowledge First Financial.
If you are approaching plan maturity, we encourage you to visit Withdraw from your RESP for information on how to receive funds from your plan.
Reviewing your Classic Plan
Your Classic Plan is an investment in your child’s future. Like any financial plan, it’s a good idea to revisit your goal once a year. A good time to do this is when you receive your annual statement of account, which includes the balances for each component of your plan, your transaction details and the status of your government grant applications. Your statement is based on a calendar year of January to December. The Statement of Account includes an illustration of potential funds available and is great tool to see how you are progressing towards your education savings goal.
How to Read Your Classic Plan Statement (PDF)>> [HTRYS PDF]
For updates on changes to the Family Group plan, see our Notice of Plan Changes
Keep us in the know
Let us know about important changes in your life – like starting a new job or moving into a new home. Keeping us informed will help us find ways to make sure you’re getting the most out of your RESP. To update your account information, contact our Customer Service team or complete and send us a Customer Update Form.