Heritage Education Funds Reviews | Glassdoor.ca
Heritage Education Funds Reviews
Companies
  • Jobs
  • Companies
  • Salaries
  • Interviews

    Heritage Education Funds Reviews

    24 reviews

    Filter

    Filter

    Full-time Part-time
    3.6
    Star Star Star Star Star
    Rating Trends Rating Trends
    Recommend to a friend
    Approve of CEO
    (no image)
    Jason R.B. Maguire
    8 Ratings

    24 Employee Reviews

    Sort: Popular Rating Date

    1. Helpful (1)

      "Great place to gain broad experience"

      Star Star Star Star Star
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Comp & Benefits
      • Senior Management
      Current Employee - Anonymous Employee in Toronto, ON
      Current Employee - Anonymous Employee in Toronto, ON
      Recommends
      Positive Outlook
      Approves of CEO

      I have been working at Heritage Education Funds full-time (More than a year)

      Pros

      Heritage is a great place to work. It's a small enough company that you have the opportunity to gain cross functional/departmental experience. A lot of the work is hands-on and so you have the opportunity to learn from the ground up. It is a great place for someone who wants to get involved and learn. The people are really supportive and great to work with.

      Cons

      A con and a pro, being a smaller company, people are called on to wear several hats at times. For some, this is great, and for others who prefer predictable tasks, this might not be desirable.

    2. "Join a tight knit Heritage team & truly make a difference!"

      Star Star Star Star Star
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Comp & Benefits
      • Senior Management
      Current Employee - Senior Manager in Toronto, ON
      Current Employee - Senior Manager in Toronto, ON
      Recommends
      Positive Outlook
      Approves of CEO

      I have been working at Heritage Education Funds full-time (Less than a year)

      Pros

      - innovative company willing to pilot new ideas and projects; agile development
      - great benefits and social events
      - super friendly & creative team who truly want to make a difference

      Cons

      - smaller company with not as much opporutnity for growth, but lots of opporutnity for cross-training

      Advice to Management

      Keep growing and innovating!

    3. "Do not work here"

      Star Star Star Star Star
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Comp & Benefits
      • Senior Management
      Former Employee - Anonymous Employee in Toronto, ON
      Former Employee - Anonymous Employee in Toronto, ON
      Doesn't Recommend
      Negative Outlook
      Disapproves of CEO

      I worked at Heritage Education Funds full-time (More than 3 years)

      Pros

      Plenty of social events for employees.

      Cons

      Management is not supportive of their employees and will only take care of themselves and not their subordinates. Its a "cut throat" atmosphere.

      Advice to Management

      Do not hire the relatives of current employees

      4. Is this helpful? The community relies on everyone sharing – Add Anonymous Review

    4. "Fantastic people, wild west management"

      Star Star Star Star Star
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Comp & Benefits
      • Senior Management
      Former Employee - Anonymous Employee in Toronto, ON
      Former Employee - Anonymous Employee in Toronto, ON
      Doesn't Recommend
      Neutral Outlook
      No opinion of CEO

      Pros

      amazing group of people, lots of fun outings, great memories, worked on some really cool projects and gained experience.

      Cons

      lack-lustre product, questionable ethics, wild west (although some were great), and below average pay

      Advice to Management

      You need to drastically improve your product.

    5. "associate enrolment director"

      Star Star Star Star Star
      • Work/Life Balance
      • Culture & Values
      • Senior Management
      Former Employee - Anonymous Employee in Toronto, ON
      Former Employee - Anonymous Employee in Toronto, ON
      Doesn't Recommend
      Negative Outlook
      Disapproves of CEO

      I worked at Heritage Education Funds part-time (More than 10 years)

      Pros

      its good door opener for financial advise

      Cons

      The upfront fee , which the company gives fancy names like membership fee or scholarship fee.The portfolio is fill of bonds and hardly any equity into it. I wonder why no certified financial planner sells Heritage product or in general group RESP. Most of group resp is sold to immigrants , who do not understand English very well. I feel guilty by selling group resp to my clients in past.

      Advice to Management

      You should revamp the Portfolio and hire educated professionals as sales person, instead of cab drivers or house wives. You should give a choice to client to have NO sales charges and now please do not tell me that you have Impression plan , which is not even 1 percent of sales and mostly agent sells group resp by not explaining upfront fees.

    6. Helpful (1)

      "Good Place"

      Star Star Star Star Star
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Comp & Benefits
      • Senior Management
      Current Employee - Dealer Representative in Richmond Hill, ON
      Current Employee - Dealer Representative in Richmond Hill, ON
      Recommends
      Approves of CEO

      I have been working at Heritage Education Funds (Less than a year)

      Pros

      Flexibility of time
      Good income if you sell well
      Support

      Cons

      Hard to sell RESP, not easy at all , you have to find a way to get sales leads

    7. "Marketing Associate"

      Star Star Star Star Star
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Comp & Benefits
      • Senior Management
      Former Employee - Marketing Associate in Toronto, ON
      Former Employee - Marketing Associate in Toronto, ON
      Recommends
      Neutral Outlook

      I worked at Heritage Education Funds full-time (More than 5 years)

      Pros

      friendly work environment, good work life balance,training and professional enrichment opportunities

      Cons

      lack of room for advancement, not a very professional environment, lack of acknowledgement and advancement opportunities for employees, under industry average pay rate, minimal year end bonus

      Advice to Management

      invest in your people and company (IT solutions and software)

    8. Helpful (1)

      "Very reasonable organization with a heart for treating their employees"

      Star Star Star Star Star
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Comp & Benefits
      • Senior Management
      Current Employee - Customer Service Representative in Toronto, ON
      Current Employee - Customer Service Representative in Toronto, ON
      Recommends
      Positive Outlook
      Approves of CEO

      I have been working at Heritage Education Funds full-time (Less than a year)

      Pros

      They have a good executive management team that is very easy to work with, reasonable and go out of their way to help out their teams. Plus, their social committee is a HUGE bonus!

      Cons

      Sometimes the lack of resources to adapt to the growing needs could be frustrating.

      Advice to Management

      Allocate the appropriate resources to support the growing need - have a BIG dream, but an even BIGGER strategy.

    9. "A Company That Does Not Have Direction or Empathy"

      Star Star Star Star Star
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Comp & Benefits
      • Senior Management
      Former Employee - Anonymous Employee in Toronto, ON
      Former Employee - Anonymous Employee in Toronto, ON
      Doesn't Recommend
      Negative Outlook
      Disapproves of CEO

      I worked at Heritage Education Funds full-time (More than 5 years)

      Pros

      Fellow employees are great to work with.
      Senior management are rarely available to bother you or listen to you
      Close to transit. No need to use your car

      Cons

      Lack of Direction
      Lack of communication with management
      Not sure what products are we selling (RESP?, Mortgages? Mutual Funds? Insurance?)
      Pay grade is slightly above average, but struggle to get next pay raise.
      Too many complaints from customers and not enough resources to deal with the overwhelming complaints

      Advice to Management

      Get back to your roots.
      What happened to senior management?
      You no longer care about your staff or what value they bring to your company.
      Ever since senior management bought the company, management have been pompous about their positions.
      They were just lucky to be in the right place at the right time to purchase the company.
      Being owners of the company does not make senior management necessary experts at their current titles.

    10. Helpful (1)

      "Great company to grow with!"

      Star Star Star Star Star
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Comp & Benefits
      • Senior Management
      Former Employee - Operations Associate in North York, ON
      Former Employee - Operations Associate in North York, ON
      Recommends
      Positive Outlook
      Approves of CEO

      I worked at Heritage Education Funds full-time (More than 3 years)

      Pros

      Lots of opportunity to grow with time, effort and commitment. Throughout my experience I worked in Customer service, Agency Service and was also promoted within Agency Services. Although I decided to pursue my career in Marketing elsewhere, I had lots of support from my management and senior leader.

      Cons

      Lack of HR support. Because the business is ran by the 3 owners, I find that sometimes it hard for them to make decisions which takes longer to get things done.

      Advice to Management

      Provide more backing to your senior leaders so that they can make sound decisions. Leadership training for our management team would be beneficial for the company growth.

    Showing 24 of 25 reviews
    Reset Filters