Building valuable affiliation for the safe-keeping of your child's Education Savings Plan

Heritage is backed by a strong network of affiliations with companies and organizations that have the power, products, resources and information that can help us manage your Education Savings Plan for your child's future education. Our affiliations include:


Butterfield Trust (Bermuda) Ltd.

(Scholarship Trustee)

Bank of N.T Butterfield & Son Ltd.

(Depository & Depository Trustee)

  • Established in 1858

  • Over BD $60 billion in client assets under administration

  • Network of over 600 international correspondent bank depositories and brokers around the world

  • Head Office located in Hamilton, Bermuda

All information is as of December 31, 2009

Scotia Asset Management LP

(Investment Manager)

  • Member of the Bank of Nova Scotia

  • Manages Assets of over CDN $30 billion

  • One of Canada`s leading investment counseling firms

  • Head Office located in Toronto, Canada


(Accounting Firm)

McMillian LLP.

(Legal Counsel)


Contact us today and to learn how our network of affiliation helps keep your Education Savings Plan safe.