“Everyone needs this course! It puts us on the fast track to better bridging generation/cohort gaps. I could not have learned to be this effective just by having life experiences.”
Lori Ann Harsent, CSA, A1 People Care Ltd.

“As a financial planner who works mainly with the senior clients, I found this course introduction invaluable. Certainly my professionalism will benefit greatly as I apply all of the guidelines that CASA promotes and teaches.”
Lesley A. Shaw, CFP, CSA, Investors Group

"I found the Fast Start class version of the course very informative in a fast paced but easy to follow format. The interaction with others taking the course and the presenters made the day more interesting."
Martha White, CFP, CDFA, CSA, Mosaic Financial

"The magnitude of the change in Canada’s population underscores the true value and impact of the CSA course."
David Rodgers, AICB, FMA, FCSI, CFP, CSA, BMO Bank of Montreal

“I knew a bit about the course before I came, however, I did not realize how much I would learn! I am excited about what I can do for my clients and where I can use my knowledge in the future.”
Tessa Michielin, CSA, Superior Services for Seniors Inc.

“What I have learned so far, I can apply the knowledge to improve my client service immediately, thanks!”
Peter Wu, CFP, Ch.P., CIM, CLU, FSCI, CSA, RBC Dominion Securities

“One of the finest courses I have attended in years. Thank you.”
Earl Shaw, CA, CSA, BMO Nesbitt Burns

“The CSA course is an absolute must for all professionals who wish to deal with the Seniors Market! The CASA faculty is second to none with their in-depth knowledge and fantastic ability to convey/teach all the material.”
H. Alexander Roethel, BA, CFP, CSA, Roethel Financial Ltd.

"This course puts ‘life’ into perspective…our past, present and our future. A must course for everyone in all aspects of the people business."
Robert Renzella, CSA, Robert Renzella & Associates Insurance Agency Ltd.

“Thank you for providing me and my firm with a tremendous tool kit to serve my homecare clients better.”
Alex Handyside, MBA, FCIPO, CSA, ScotiaCare Homecare & Caregivers

“What a business opportunity! After all, in 2025, 1 in 4 individuals will be a senior! Nothing else out there compares with this CSA course, or can better prepare you for dealing with seniors and understanding them.”
Leslie Ann Clarkson, B.Admin., CSA, The Co-operators

"Of the many courses/seminars I have taken over 30 years of working, this course has given me the deepest amount of direction!”
Stephen J. Defalco, B.A.(Econ), PFP, CSA, Independent Planning Group

"The CSA course has truly been an awesome experience. The professionalism and quality of speakers has been impressive and their passion for getting the message out has been inspiring. I have always had an affinity for my senior clients, but these 3 days have made me realize I must, and yes, I want to take my business to a whole new level within the senior market. Thanks for the wake-up call!"
John C. Kennedy, B.A., CFP, CSA, Manulife Securities

“Worthwhile for anyone dealing with seniors of all walks of life.”
Marc Madore, FIC, CLU, CH.FC, CFP, RHU, CSA, Knights of Columbus

“After nearly 20 years working in the “seniors’ market” I was amazed by how much I learned from the CSA course. This may prove to be the most practical course I have taken, to help me provide the best level of service possible for my senior clients.”
Ken McNaughton CFP, CLU, CH.F.C., RHU, CSA, ZLC Financial Group

“This course is a must if you are dealing with seniors and is also more. The course puts you in tune with your client.”
Donna M. Shortt, FMA, FCSI, CSA, BMO Nesbitt Burns Inc.

“For any professional who thinks they know seniors – think again! The CSA course is a must!”
Tania A. Brennae, BBA, CFP, CSA, Dundee Private Investors

“What a powerful course. I will definitely be using this in my everyday contact with my clients. Thank you CSA, my journey begins now.”
Shelley Kuzak, CSA, Conexus Credit Union

“I have taken many courses in my 27 years in the insurance industry. This course was the best course I have taken to help me understand the complexities of life, which will allow me to help my clients and friends and myself complete the journey of life. What a wonderful 3 ½ days.”
Lindsay Price, CAFA, CSA, Peace Agencies Ltd.

“I attend and have attended a plethora of courses and meetings in 28 years of financial business. The CSA course is probably full of the most value I have been able to “take away” and put to use.”
John W. Donnelly, RFC, CSA, Donnelly Advisors Group Inc.

“A must for everyone who has seniors in their book of business.”
David Brar, B.Comm, FICB, CSA, Sunlife Financial Services Inc.

"Very profound experience.”
Suzanne Marion, CSA, BC Pensions Corporation

"An excellent program that allows you to see and understand life through the eyes of a senior.”
David Totten, CSA, BMO Nesbitt Burns / The Totten Wealth Advisory Group

"The entire course is very interesting. It shed a new dimension on seniors and their needs. What I have learned the most, is to LISTEN, RESPECT and VALUE our seniors.”
Maurice A. Briere, CSA, M. Briere Insurance & Financial Services Ltd.

“I recommend this CSA designation course very highly. Not only is the material compelling, it resonates with everyone who contemplates the process and challenges of aging. The presenters are all top notch. It has been the best learning experience of my professional life thus far.”
Bob Buszchak, CFP, CLU, Ch.F.C, RHU, CSA, Bob Buszchak Insurance Agency Ltd.

“The best course I have ever taken, especially now, having been in the life insurance business for 21 years.”
Lise Martens, CLU, CH.FC., CSA, Desjardins Financial Services.

“I have doubled my income over the past year, having successfully taken over my father’s business. The training offered by CASA was the answer!”
David Kirkup, CAIB, CSA, Kirkup Agencies Ltd.

“Earning the CSA designation has helped me to triple my business and become one of the top insurance and Long Term Care advisors in Canada for RBC. Getting the designation has helped me to shift from working in my business, to working on my business! The course has also changed me personally, making me more empathetic and patient.”
Greg Pearson, B.A., M.A., CSA, RBC

”The course covers so many aspects of aging - health, social and financial - that can be applied on a day-to-day basis, and which helps us to be more responsive and sensitive to the needs of our older clients.”
Rick Singh, BA, CSC, CSA, CRS Financial Group Ltd.

“I use the information I’ve gained through CASA’s training and the CSA designation every day. The training not only focuses on small, practical changes one can make to ensure clients are more comfortable, but also teaches one to better understand and relate to the different needs and wants of this group.”
Barbra Hopkins, CSA, Sunlife Financial

“CASA’s training and the CSA designation has brought tangible and immediate results to my business, allowing me to triple the assets under my administration. The designation has meant better referrals, better assets and more profits. I am much more aware of the concerns of my boomer and senior clients, I’m able to listen more effectively, and am confident that I understand their world a lot better and can better serve their needs.”
Alan Atkins, CFP, CLU, CHFC, CSA, Rice Financial

“The training offered by CASA rounds out your knowledge about seniors, and helps you to more effectively market your services to seniors.”
John Ashby, CSA, Alzheimer’s Institute

"What an eye opener, this CSA training was great. The wonderful presenters made the information interesting and relevant with personal examples and suggestions. The “Boomer Tsunami” is heading towards the beach; I’m now looking at my company to determine how I can be ready for it!!”
Karen Shinn, CSA, The Downsizing Diva!

"This course definitely met or exceeded all of my expectations, thank you!”
Richard Stebeck, Cert. PR, CSA, Human Resources & Social Development Canada