About Heritage Education Funds
Heritage Education Funds is a Financial Services company based in Toronto (Canada) founded in 1965, and was acquired by PROVEN in October 2021. Diversified investment management is handled from Toronto, Canada. The company has 168 employees. Its chief executive, as recorded, is George Hopkinson. Its focus areas include Asset Management and Diversified. Its competitors include Sun Life Financial, Royal Bank of Canada and CI Financial.
Company details
Heritage Education Funds was established in 1965 in Toronto, Canada, where diversified investment management is conducted within the financial services sector. A variety of investment products, including education-focused funds, are overseen by the firm. Operations are centered on asset management and client portfolios, primarily serving Canadian markets. Leadership is provided by George Hopkinson, serving as CEO and President. The domain heritageresp.com is utilized for online presence.
- Headquarters Toronto, Canada
- Employees 168
- Stage Acquired
- SectorsFinancial Services
- Website heritageresp.com
- Social LinkedIn
- Acquired by PROVEN (Oct 2021)
- InvestorsKnowledge First Financial
& 1 more
- Employee Count168
- Acquired by
Investors in Heritage Education Funds
Heritage Education Funds has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Knowledge First Financial and PROVEN.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial solutions are provided across the Caribbean region. | 2010 | weareproven.com | Kingston, Jamaica | |
Offers online RESP accounts for tracking and growing education savings. | 2011 | knowledgefirstfinancial.ca | Mississauga, Canada |
Investor details for Heritage Education Funds
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People of Heritage Education Funds
27 people are tracked at Heritage Education Funds (16 in leadership, 11 in team); the tracked headcount is 168.
| Name | Role | Group |
|---|---|---|
George Hopkinson | CEO & President | Leadership |
Doug Topalovic | Director Information Technology Infrastructure | Leadership |
Gorkem Gurgun | Chief Financial Officer | Leadership |
Esther Dias | Head Of Project Governance And Application Support | Leadership |
Andrew Lo | President & CEO | Leadership |
Greg Doufas | Chief Technology And Digital Officer | Leadership |
Ramin Balouch | Director, Education Savings Centre - Sales & Distribution | Leadership |
Dilan Frost | Regional Vice President Of Sales | Leadership |
Brian C. | Director, Digital Product | Leadership |
Carla Galli | Vice President Of Technology | Leadership |
Eric Jodoin | Vice President, Customer Success Centre & Plan Administration | Leadership |
Angela Lin | Chief Risk & Legal Officer | Leadership |
Carma Lecuyer | Chief People Officer | Leadership |
Tovi Kohen | Head Of Financial Planning & Analytics | Leadership |
Michael Jesus | Director, Marketing, Communications And Insights | Leadership |
Yelena Stepanyan | Head Of Investments | Leadership |
Salik Rafiq | Education Savings Specialist | Team |
Lucy Zhao | Sales Manager | Team |
Arvin Alvea | Website Manager | Team |
Kamlesh Soni | Software Development Manager | Team |
7 more people are available in the full profile.
Complete people profiles for Heritage Education Funds
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Timeline of Heritage Education Funds
3 dated milestones of Heritage Education Funds across 56 years, from founding to its latest funding, stage changes and deals.
- Founded Heritage Education Funds is founded.
- Exit Acquired by Knowledge First Financial.
- Exit Acquired by PROVEN.
Competitors of Heritage Education Funds
Heritage Education Funds has 3 listed competitors in our database. They include Sun Life Financial, Royal Bank of Canada and CI Financial.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| sunlife.com | 1865 | Toronto, Canada | 32,002 | Insurance and asset management services are offered to diverse clients. | ||
| rbc.com | 1864 | Toronto, Canada | 500 | Comprehensive banking and financial services are provided globally. | ||
| cifinancial.com | 1965 | Toronto, Canada | 335 | Wealth management and asset management advisory services are provided. |
Detailed competitors of Heritage Education Funds
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Web traffic of Heritage Education Funds
Websites that share an audience with Heritage Education Funds (heritageresp.com).
Websites whose visitors overlap most with Heritage Education Funds. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
globalfinancial.ca | globalfinancial.ca | 100% | #4,585,694 | – | |
globalemc.com | globalemc.com | 97% | – | ||
| baystreet.ca | 97% | 53.1K | #757,820 | View details | |
| csi.ca | 97% | 398.4K | #73,922 | View details | |
mfglobal.ca | mfglobal.ca | 97% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 19 similar websites and full traffic analytics for Heritage Education Funds
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- 19 similar websites
- Audience overlap
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Related news about Heritage Education Funds
Complete news archive for Heritage Education Funds
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Frequently Asked Questions about Heritage Education Funds
Heritage Education Funds was founded in 1965.
Heritage Education Funds is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
George Hopkinson is the CEO of Heritage Education Funds, as recorded in our data.
Heritage Education Funds has 168 employees.
Heritage Education Funds was established in 1965 in Toronto, Canada, where diversified investment management is conducted within the financial services sector. A variety of investment products, including education-focused funds, are overseen by the firm. Operations are centered on asset management and client portfolios, primarily serving Canadian markets. Leadership is provided by George Hopkinson, serving as CEO and President. The domain heritageresp.com is utilized for online presence.
Heritage Education Funds's top competitors include Royal Bank of Canada, Sun Life Financial and CI Financial.
Heritage Education Funds has 2 investors. Key investors include Knowledge First Financial, and PROVEN.
Yes. Heritage Education Funds was acquired by PROVEN in October 2021.