Accessing all available government grants
is one aspect of maximizing education
savings. The other key factor is a sound in-
vestment strategy. Knowledge First Finan-
cial works with some of the country’s lead-
ing professional and independent money
managers who actively manage the firm’s
investment portfolios. The managers’ fo-
cus is on providing steady growth over the
long term while carefully considering time
horizons to maximize the funds available
when the beneficiary is ready for post—
secondary school.
“This approach makes it easy for parents
to invest in an RESP with us,” continues
Martyn—Jones. “We offer customers
peace of mind that enables them to focus
on other important aspects of their child’s
life.”
Martyn—Jones and Balian agree the
Knowledge First Financial philosophy is
different than other RESP providers. Balian
says his main motivator is seeing his cus-
tomers achieve their goals.
42 business elite canada
H
DECEMBER 2017
