Heritage Education Funds Reviews | Glassdoor.ca

Heritage Education Funds Reviews

24 reviews

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3.6
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Jason R.B. Maguire
8 Ratings

Employee Reviews

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

    StarStarStarStarStar
    • 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!


  2. Helpful (3)

    "I enjoy working here and my job; this year I will be celebrating my 15th anniversary with the company."

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

    I have been working at Heritage Education Funds full-time (More than 10 years)

    Pros

    Great open door policy, you can speak with anyone at the executive level.

    Cons

    Tight deadlines and a lot of projects on the go, all the time.

    Advice to Management

    Stick to only 3 - 4 projects per year... when there is too much on the go, you tend to miss stuff.

  3. Helpful (3)

    "At Heritage, I feel a empowered and appreciated..."

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

    I have been working at Heritage Education Funds full-time (More than 10 years)

    Pros

    I would recommend the company to anyone, from a young graduate seeking to get into a financial industry to an established professional or executive with a lot of experience. It is a great company that let's you grow professionally, I mean, they get you involved with really cool and interesting projects, you get to acquire new skills that you can put on your resume, they even pay for your education.. of course if it is consistent with the goals of the department you are in.
    Heritage promotes often, they value their employees and let them move forward. I have seen people spending 7-8 years there and it feels like they have changed 2-3 careers without moving out of the company! That's cool considering you get to grow professionally without a hassle of looking for a new job!
    Management is really good - from the business owners to front line managers - you can tell they care and it transpires onto the teams as well. And a big bonus - Heritage is actually doing something very good for Canadians and for the future of Canadian kids! Lots of employees are so attached to the company because they believe in the product and service we give to our customers - we help parents save for their kids future post-secondary education! I wish someone had done it for me when I was a kid. So yeah, come and join Heritage, you won't regret! And when you do, knock on the 5th door from reception, because I will still be there and will be happy to say hi to you!

    Cons

    Cannot think of any cons to mention here.

    Advice to Management

    Keep up the great job you are doing! We believe in you!!


  4. Helpful (1)

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

    StarStarStarStarStar
    • 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.


  5. Helpful (1)

    "Great company to grow with!"

    StarStarStarStarStar
    • 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.


  6. Helpful (1)

    "Great company, thought mentoring leadership with an excellent overall office ambiance - very little politics!"

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

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

    Pros

    Grass roots oriented.
    Very entrepreneurial/start-up like business setting as first glance.

    Cons

    Could have better support for sales field.
    Growing too fast - short staffed.

    Advice to Management

    Hire more people to support the rapid growing business needs!
    Involve the field representatives in more projects that effect them, for their feedback.


  7. Helpful (1)

    "It is a good choice."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Sales Representative in Vancouver, BC
    Current Employee - Sales Representative in Vancouver, BC
    Recommends
    Positive Outlook

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

    Pros

    You have flexible time ,
    you can help your clients' children to achieve their university dreams. They can get better return compare to other RESP plans.

    Cons

    Sometimes they make mistakes when they sent email to us, I prefer to say noting bad to my company. I am satisfied about the company.

  8. Helpful (1)

    "Extremely nice place to work"

    StarStarStarStarStar
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Heritage Education Funds have a fostering environment filled with people who value growth of the company as much as the growth of each individual contributing.

    Cons

    Can be a bit too relaxing sometimes, may not be for people who need constant challenges in their lives.


  9. Helpful (1)

    "This is the Company I would recommend to work for."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook
    No opinion of CEO

    I worked at Heritage Education Funds full-time

    Pros

    As it was already mentioned, this company has lots of opprtunities. But, again, you need to work really hard and show you creative approach. Like, today, I work at sales department at EssayOnlineStore Website and I can say that I have lots of sales because of my previous job experience with Heritage Education Funds. So, it was a great sales exprience for me.

    Cons

    Maybe there are small cons, but I don't find them too big to mention here.Just like any company it is not perfect (yes, they lack HR support which makes it difficult to works sometimes. But it is not that significant.Just hire more people-this is a good solution)

    Advice to Management

    Better directions, better HR


  10. Helpful (1)

    "Great place to gain broad experience"

    StarStarStarStarStar
    • 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.