“I would definitely recommend others pursue this course. Facilitated by upbeat presenters who clearly know the material. I think in terms of focusing on the retirement market, this is an excellent arrow to have for any advisor.” Michael Tarantino, CFP, CIM, FMA, FCSI, CSA, BMO Nesbitt Burns

“This is a comprehensive view of many of the issues that seniors and their support groups will face in their retirement years. As a Financial Advisor, the CSA program opens up a number of opportunities for me to add value with my client base.” Bob Strachan, Wealth Advisor, CSA, BMO Nesbitt Burns

“I would recommend this training for any professionals dealing with seniors and soon to be seniors.” Sandra Reagan, PFP, CSA, BMO Financial Group

"I can't tell how much I enjoyed the CSA course. From the first moment I started learning the material, it increased my value as a wealth manager. Before I started the course, I was comfortable with my level of compassion and understanding for seniors. I always valued the uniqness of each individual and the stories and wisdom that they were so willing to share. However the depth of information from this course has provided me with an even greater understanding and respect for the issues and challenges they face daily. I will highly recommend the program to every professional."
- Deborah Reid, FMA, CSA, FCSI, RBC Dominion Securities Inc.

"I feel this course is exceptionally valuable for any professional who works with seniors in any capacity. There is so much about aging that I did not understand."
- Lisette Logan, B.Sc., CFP, CSA, BMO Bank of Montreal

"Prior to taking this course, I thought I knew my senior clients well! Upon completion, I realize K know them in the wrong context. Thank you for showing me what my senior clients really want!"
- W. Scott Carpenter, AICB, PFP, CSA, BMO Bank of Montreal

“A validation of where my industry should be going in a holistic full service experience for the client.” Ralph Hahmann, Mutual Funds Advisor, CSA, Dundee Private Investors Inc.

“I believe this course will allow me to better serve my existing and future clients in helping them have a more rewarding retirement.” Jim Peddie, RHU, Spruceland Insurance

“One of the best investments I have made for my business.” Franca LaBella, CSA, Downsizing Solutions

“I thoroughly enjoyed the day, the information was useful for myself and my family which I was not expecting. I cannot wait to help my clients utilizing the information I have learned and will learn as I work more in this area.” Penny Deming, CSA, SHE Financial Group Inc.

“When you thought you knew it all about helping families and their life and financial plans … The CSA is a must, the icing on the cake. Thank you for opening my eyes.” C. Bonnie Howell, CSA, Financial Management (BC) Inc.

“This course change intensively the way we will become older and the way we consider people who are already old.” Claudine Rivest, CSA, Bank of Montreal

“A lot of useful information well presented and structured. This information will be valuable in my work as well as in personal life.” Kemmy Léger, Investment Specialist, CSA, BMO Investment Centre

“I have been to many courses within the last few years, from University to LLQP and this by far exceeds the norm for professionalism and excellence.” Paula Labonté, Life Insurance, RPN, CSA, M. McDermid Insurance and Investments

“The best, most informative education course I’ve taken. Anyone who deals with seniors, knows a senior, or will be a senior one day themselves should take this class.” Andrew Despins, FIC, CSA, Knights of Columbus

“Great, enthusiastic presenters, makes it easy to concentrate and participate.” Stewart Burk, FIC, CSA, Knights of Columbus

“The quality of the speakers is, in general, absolutely top of the class.” Norm Steele, CFP, CLU, CEBS, CSA, The Steele Group Financial

“Well done! I was surprised at how in depth the course was. The use of different speakers from different areas of expertise made it more enjoyable. Each person brought their personal touch to the program.” Leonard Doyle, CFP, RHU, CSA, Doyle and Nelson Financial

“Of all the courses I’ve taken and designations I’ve earned, this one was the most enjoyable and fulfilling!” Jocelyn Davey-Hawreluik, CFP, CLU, FMA, CSA, Credential Financial Strategies

“This experience changed everyone in the classroom. We are different people than we were 3 days ago.” Joy McKerr, CSA, Lifestyle Changes Downsizing and Moving Services

“The course really shows the insight of the real needs of seniors. I gained a lot of experience about how to act like a caregiver in the role of financial services and more.” Jerry Shih-Yi Liao, CSA, Elite Wealth Management Inc.

“Until I attended this live course, I did not understand the true depth and breadth of working with and advising seniors. The personal approach of the class added far more value than just the printed word.” David Munro, CFP, TEP, CSA,  Investors Group

“The course enables us to be successful in  a crowded and competitive industry, but more importantly, will enable us to ensure seniors be treated with respect and dignity.” Gregor Knight, CSA, TD Waterhouse

"A thought proviking 3-day journey that will help me provide invaluable
guidance to my clients. Thank you."
- James Ginn, CFP, CSA, BMO Financial Group

“Excellent course, helps provide great perspective in dealing with clients.” André Morris, CSA, Connor, Clark & Lunn Gestion Privé

“My expectations were that this course would provide sound, practical insights into moving my business forward, as well as providing a high level of personal interest. It delivered on both counts, expert instruction and a very professional approach to teaching.” Gary Hogan, BA, CFP, CSA, Investors Group

“This course prepares you technically, socially, emotionally and spiritually. It’s a soul searching experience for the journey through the undiscovered realms of the human experience – a mostly undiscovered country!” Hamilton Wiltshire, BA, FLMI, FIC, CSA, Knights of Columbus

“I have a much greater awareness of senior issues now and feel that I can add value to clients and better build my practice.” Ken Zukiwski, CFP, CSA, Investors Group

“CASA wisely empowers others to share in the blessings of being an advocate for seniors.”  Linda Bartel, Parkwood Place

“CASA empowers you with a wealth of knowledge and information that can immensely assist you in understanding, and communicating with seniors and their families.” Kelly Reynolds, FMA, FCSI, CSA, RBC Dominion Securities

“An excellent program! This course offers relevant and valuable information to serve and support our senior clients more meaningfully.” Doreen Gregson, CLU, CHFC, CFP, Vice President, Estate Planning Services, Raymond James Financial Planning Ltd.

“This was a very inspirational day of lectures. You reaffirmed my belief that working with seniors must be done with love, respect and a holistic approach.” Shelly Saldat, BA, BC Real Estate, Pemberton Holmes Ltd.

“The CSA program opens your eyes to broader issues that define the seniors market. It takes you beyond products to the emotions and concepts that are so important in dealing with seniors and their families. This program and its association is proving invaluable to my practice. An absolute must if you are a relationship driven advisor. I’m so glad I did this, it will really enhance my professionalism and practice.” Steve Sorko, BA, CFP, CSA, Dundee Private Investors Inc.

“Very informative. I plant to utilize the ideas and concepts in my practice. I am excited about the opportunities in the senior market.” Aaron Fransen, CFP, RHU, CSA, Fransen Financial/Dundee Securities

"Rhonda. Just a quick follow-up to the Fast Start course I attended last
week. I have been in the financial securities industry since 1993 and this
was the most real life course I have taken. Time very well spent. Please
feel free to use my comments as a testimonial!"
- Aaron Fransen, CFP, RHU Certified Financial Planner
Fransen Financial, Dundee Securities Corporation, Member CIPF.

“Thank you Rhonda, the program is fabulous! I probably take more home personally but that helps me speak passionately to others about this very important subject. I particularly appreciate your presentation style, tone, mannerisms …. this is your passion! Lucky for us …. you lead our learning!”
- Anna Marie Martin, CSA, BMO InvestorLine

“While I reluctantly attended this course, I quickly changed my mind. All the speakers were knowledgeable and passionate about their topics. Now I’m fully equipped to have better conversations with my clients and family members. Thanks for a wonderful journey!” Loralie Shinkaruk, CFA, BComm, CSA, BMO Financial Group

“I have never taken a course that was so comprehensive and delivered by facilitators that truly were passionate about the information they were sharing and obviously committed to imparting information on seniors and what is important to them as they move through the stages of retirement” Barbara Rutherford, CFP, CSA, Bank of Montreal

“This course is completely relevant to our market … now and into the future! The instruction is highly professional and enlightening. I am proud to be able to hold myself out as a CSA” Allan G. Rath, CFP, FMA, CSA, BMO Investments Inc.

“This program is one of the best that I have ever attended! It was very timely as a DS investment advisor we are often involved in dealing with the many facets of the investment world. While we have had brief discussions regarding aging, I believe this course to be critical to those of us in the financial services field. Amy is outstanding, I’m sorry that I won’t be able to be in front of her for more time. She is a dedicated professional as is Dr. Crawford.  I will highly recommend this program to our Director of Training, and suggest that we support and endorse it. A fabulous, fabulous job!” Leigh Cunningham, FMA, CSA, RBC Dominion Securities

“Every financial advisor should go through this course.” Garry Stratychuk, CSA, Stratychuck and Associates

“WOW! I was very impressed. I have a broadened awareness of the special and unique needs and wants of seniors.” Gerald Butler, CLU, CFP, CHFC, CSA, BCWB Financial Care

“This is the first course that I have taken that will not only allow me to use personally, but will also assist me in my future business dealings and all value to many other situations and people I deal with. Thank you!”
- Bryan Nunn, CSA, BMO Financial Group

“This course far exceeded my expectations. I look forward to participating in the CE in the form of volunteering in the community with seniors, taking supplemental courses and even auditing the course at another time.” Lori Ann Harsent, CSA, A1 Home Care Ltd.

“The course opened my eyes to how to successfully and happily grow old and retire. I look forward to a fulfilling retirement.” Cornelia Keijser, CFP, CSA, Freedom 55 Financial

“I not only learned lots but great interaction with other attendees. Good networking.” Julie McGaghey, CSA, Saanich Silver Threads Service

“Loved it, learned lots of valuable info and made me take a long look at what’s happening in my own life.” Sue McCauley, CSA, Saanich Silver Threads Service

“As I am entering my senior years, I had much opportunity to address my own thoughts about retirement. Found I was making my own goal list along the same time taking in the information. I believe the course was a “life changing” experience. Excellent presentations, well qualified speakers. I found myself re-evaluating my personal life and new retirement career options. I look forward to the future networking and continuing education options.” Carole Farley, CSA, Carole J. Farley and Associates
 
“The CSA program is a great program for people who desire to add to their education or begin to work with seniors. The knowledge, networking and friendships may improve many aspects of your professional and personal life.” Tracy Holdstock, CSA, Melody Manner Inc.

“Without a doubt, seniors will be a going and growing concern in everyone’s market for a long time to come. If you enter the senior market without a CSA designation, you are in a boat without a paddle.” Mathieu Powell, CSA, Senior Living Magazine

“This is the first course that I have taken that will not only allow me to use personally, but will also assist me in my future business dealings and all value to many other situations and people I deal with. Thank you!”
- Bryan Nunn, CSA, BMO Financial Group

“The course opened my eyes to the overwhelming wave of change coming to the North American population. We need to be prepared.” Geoff Douglas, CFP, CSA, Geoff Douglas Insurance & Financial Service

“How timely for those of us who daily try to service our senior clients in a meaningful manner. We all need a new source of comfort for our clients regarding professional designations.” Sylvia Lauzon, CFP, CFSB, CSA, The Money Broker Inc.

“The information delivered through this course has given me a greater understanding of the magnitude of what lies before us as professionals. I high recommend that anyone in a position to work with the baby boomers and seniors take the CSA course. It is a must.” Cathy Blackwell, CSA, Sun Life

“An outstanding overview of the health, social and financial concerns of seniors and aging boomers – delivered from a senior’s perspective. This course will help me better serve and understand present and future clients, and ask better questions. I strongly recommend the Live Course format as the content comes to life when delivered by fellow CSA’s from across North America!” Jim Augerman, CFP, FMA, CSA, Sun Life Financial

“Definitely a true asset to hold the designation as a FP. A competitive advantage. Need to get as many individuals who are in face to face environment as possible. True value added and extremely useful.”
- Verginia Aiello, ISM, CSA, BMO Bank of Montreal

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

“I highly recommend that anyone with aging parents or anyone working with the aging public take the time to take this CSA course. The information and knowledge I gained is remarkable; and will be a huge benefit to me at a business and personal level!” Melody Fischer, CFP, CSA, Fischer Financial & Associates

“This course has given me a better understanding of the day to day challenges that senior’s face and an opportunity for me to make changes in my business to better meet their needs.” Rick Fischer, CSA, Fischer Financial & Associates

“An amazing experience. I have changed my view on a number of things. I feel my ability to help my clients, family, and self has improved tremendously. I have also learned how far I have to go.” Beverly Adamack, CFP, CSA, Interior Savings Credit Union

“As a CFP specializing in the retirement market, I experienced a deeper personal appreciation and knowledge of the Boomer/Senior market. My passion has been kick started by the excellent speakers. CSA is more than a designation.” Robert Grose, CFP, CFDS, CSA, Investors Group

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

“This course will give me the edge!”
- Raymond Nassif, FP, CSA, BMO

“This was a fast paced course which opened my eyes to various seniors’ issues I have never thought about. It was managed very professionally and gave me a lot of thoughts to ponder. Indeed, a very good course.” Charan (Charlie) Singh, BA, The Co-Operators

“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 was one of if not the best course I have ever taken. The seed of what I have learned will be spread throughout my life and the life of many others.” Tanya Sterling, CA, CSA, KPMG

“I was very impressed with the quality of the faculty and speakers.” Rick Singh, BA, CSC, CSA, Manulife Financial

“My hope is every person who touches seniors’ lives has the privilege of taking this course. Seniors have earned the right to deal with CSA’s. CASA has excellent instructors, material and presentation.” Nancy Kennedy-Schmidt, CSA, First Memorial Funeral Services

“In my 20 years in the financial services industry, these people have been the most enthusiastic, knowledgeable and effective team I have had the privilege to spend 3 days in a very rewarding learning experience. They have given me a whole new outlook on my own life.” Bob Morgan, Bob Morgan and Associates Ltd.

“This is a phenomenal course that has a wealth of information and resources. The presenters not only knew their subject matter but have lived the various issues themselves, bringing a more personal element to the course.” Rudi Mulder, CFP, CSA, Rudi Mulder Financial

“The first person to benefit from the CSA course was myself. It opened up so many areas in seniors’ health, social and financial matters that I had not considered. I look forward to re-orienting my business to reflect the insights and advice of the CSA program so that my clients will benefit too.” Dr. Robin M. Richardson, PhD, CFA, CSA, Canada Purple Shield Plan/Assurant Life of Canada

“This is not factual training, it’s sensitivity learning. It opens up a huge resource, the value of which we will appreciate more and more as we use it.” Arthur Poelen, B. Comm., CSA, Clarica

“Excellent program to gain a better understanding of seniors and the issues that affect their lives. Great speakers.”  Melissa Clark-Steel, CSA, B.Comm, CIM, CFP, FCSI, BMO Nesbitt Burns

“I thought the overall content and depth was excellent. I know my clients will be better served by my 3 days here.” Kevin Murdoch, VP, FCS, CSA, Wealth Advisor, BMO Nesbitt Burns

“This course is a must if you are dealing with seniors and is also more; the course puts you in tune with your client. The course also makes you, as the IA, more aware of yourself and your own needs.” Donna M. Shortt, FMA, FCSI, CSA, BMO Nesbitt Burns Inc.

“This course is an absolute must for anyone serving the senior market. I recommend this course to anyone with parents entering or in retirement so they can understand what their parents are going through and what is ahead for them.” Daniel Bouchard, FIC, CSA, Knights of Columbus

“This will help me to expand the level of service to my clients.” Lorne B. Kotlar, CSA, Kotlar Financial Inc.

“Enlightening, eye-opening and excellent value. This course should be mandatory learning for high school kids as well.” Gerald Achtymichuk, CFP, CSA, Conexus Credit Union

“It is a fantastic course; it really opens your eyes to seniors!” Denis Joyal, FIC, CSA, Knights of Columbus

“I have attended numerous conferences in the USA and Canada by most major insurance companies; I found the execution and content of the CSA program to be a leading edge experience! Well done! I dreaded the 3 day program; however, the time flew by due to the quality of the speakers and conference management, thank you!!!” John Hewson, BSW, CSA, Discovery Financial Group Ltd.

“It takes financial planning to a higher level! A great compliment to the CFP designation.” Kin Andrew Yip, CFP, CSA, CapitalCity Savings and Credit Union Ltd.

“I will recommend this CSA course to everyone!” Jose Angeles Jr., CFP, CLU, CHFC, CSA, Angeles & Associates Financial Services Inc.

“This course is what I needed to help me in my walk of life. It will help me to grown in my job and more importantly my life and help my clients to take the right path by being there for help. Thank you and God bless.” Michael Mulvena, FIC, CSA, Knights of Columbus

“Exceptional content, delivery and insight.” Brent Martin, PFP, CHFS, CSA, MWM Financial Group Inc.

“I will begin to use this information immediately! No doubt it will add value to my practice.” Doug Christopher, CSA MWM Financial Group Inc.

“I have learned so many things that I did not know before! I would highly recommend the course.” Alan Pires, CMA, FIC, CSA, Knights of Columbus

“A little knowledge is a dangerous thing. Your collation of this material has given me a new perspective on the needs and wants of the senior.” Tom Allen, BA, BED, BPE, CSA, Thomas Allen & Associates

“Having practiced for 9 years and achieving my CFP and CLU designations, still felt that I could learn more to help a growing sector of our populations. The CSA course has been very helpful for me and I feel better equipped to help my clients on their journey through their senor years.” Scott Harris, CLU, CFP, CSA, Stonehaven Financial Group

“The best testimonial is a reference and that I will definitely do!” Peter Ramos, CSA, Coldwell Banker Innovators Realty

”An excellent program that has validated me in all areas that I’m doing right and now has given me direction to improve, expand and provide a whole new level of service and expertise.”
- Debbie Pereversoff, CFP, CSA, The Affolter Financial Group Inc.

“Very beneficial. Exceeded my expectations. Will definitely enhance my ability to deal with aged clients, as well as assist in dealing with my own, and my family’s aging issues.”
- Ron Areshenkoff, CSA, Spectra Financial-Berkshire Investments

“CSA has given me the ability to put myself in my senior clients’ shoes to feel what they feel and understand what they understand. I strongly recommend the program to anyone wishing to achieve excellence in their career.”
- Eddy Kapenda, BA, CSA, Envision Investment Services

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

“An excellent program that has validated me in all areas that I’m doing right and now has given me direction to improve, expand and provide a whole new level of service and expertise.” Debbie Pereversoff, CFP, CSA, The Affolter Financial Group Inc.

“Very beneficial. Exceeded my expectations. Will definitely enhance my ability to deal with aged clients, as well as assist in dealing with my own, and my family’s aging issues.” Ron Areshenkoff, CSA, Spectra Financial-Berkshire Investments

“CSA has given me the ability to put myself in my senior clients’ shoes to feel what they feel and understand what they understand. I strongly recommend the program to anyone wishing to achieve excellence in their career.” Eddy Kapenda, BA, CSA, Envision Investment Services

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

“An exceptional experience, both personally and professionally.” Hendrik M. (Rick) Van Lent, CFP, CSA, Greater Victoria Insurance Services Ltd.

“I would highly recommend this course to everyone, content and delivery is first class.” Robert K. Boake, CLU, CSA, Clarica / Sunlife

“Everyone should take this course. Seniors deserve respect and love. We should all be involved in helping them with their final act.”
- Lorne Dell, CFP, CLU, CHFC, CSA, Lorne Dell Financial.

“I think anyone wanting to work with seniors in the financial industry should take this comprehensive program.”
- Jack Morris, CFP, PRP, CSA, Morris Financial Group Inc.

“Will be a turning point in my career and in my life! This course was extremely effective in identifying the win-win of becoming a senior advisor, on a solid economical and spiritual level. Presenters were outstanding, using knowledge, experience and humour to convey the message. As a financial planner I can even feel better about the great role we have in the community, while earning a living.”
- Kelly Morris, CSA, Morris Financial Group Inc.

“The Academy did an amazing job of assembling the faculty. If there are seniors in your life, then the CSA course is for you.”
- Mac Burns, CSA, Mac Burns & Associates Ltd.

“This has to be the best organized course I have ever taken. I really appreciated the 10 min breaks every 50 minutes.”
- Gerry Rochon, F.I.C., CSA, Knights of Columbus.

“Very worthwhile course. I found every section gave me a much greater understanding of our beautiful seniors. I do believe this is the first time I have ever given an excellent rating on each and every aspect of a course. All speakers were very passionate, regarding their topics, and able to transfer that passion to me. Thanks, I will do my small part to change the stereotypes.”
- Pam Moody, CFP, CSA, CIBC Imperial Service.

“The CSA Designation Course has given me a world of knowledge, in knowing how to deal with seniors, not only professionally but competently.”
- Moshe J. Benyair, RHU, CSA, Isaac Block Financial Group Limited.

“This is a great course, especially as almost every speaker is excellent.”
- Halina Ho, B.A., CSA, Firstchoice Financial Inc.

“The three days program has just meant a life time of learning. It has made a big difference on how to see and understand not only the seniors’, but also your own future.”
- Thomas Tran, CSA, Firstchoice Financial Inc.

“This course began as a course on dealing with seniors, but became a wonderful refresher on basic life skills! Thank you.”
- Lydia McWade, CSA, Ross Taylor Financial Corp.

“I would recommend this course to anyone who is interested in getting a more thorough understanding of the many seniors who make up a growing proportion of our communities.”
- Chris Manning, MA, FCIS, CSA, BMO Nesbitt Burns.

“It is a journey we will all experience, both personally and professionally. Great dedication, expertise, and commitment by all presenters and attendees. Thank you.”
- Jim Hughes, CFP, CSA, Investors Group.

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

“The best paced seminar I’ve attended. 50/10 perfect to keep you interested.”
- Ed Wright, F.I.C., CSA, Knights of Columbus.

“I really enjoyed all the professional faculty members and the professionalism of the program. Thank you.”
- Sandra McDonald, ECE.C, CSA, GIC Financial Services.

“Great Course!! Thank you. I’m looking forward to using the material learned in this course, and future material from your Academy, for my existing clients, future clients and their families, and myself, for years to come. Thanks.”
- Kate Stone, CSA, Dundee Securities Corporation.

“Who are your clients? By not pursuing your CSA designation, how will you help your clients, their parents and grandparents prepare for their future? This is your opportunity to be ahead of the crowd, a leader in your community.”
- Joan Hartz, CFP, CSA, GIC Financial Services.

“CSA will open your eyes and your mind to a world most of us ignore, everyone who deals with seniors should experience this program. It will help you in business and life.”
- Rod Dickie, RHU, CSA, Belmont Financial Group Inc.

“By far the most enjoyable course that I have ever been a part of, and I am sure most beneficial”.
- Larry Terrio, FIC, CSA, Knights of Columbus.

“Rhonda Latreille and Amy D’Aprix were terrific presenters. Their enthusiasm was contagious, their knowledge vast and their delivery outstanding. 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.

“Fantastic course! Well worth both the time and money.”
- Darrell W. Gall, FIC, CSA, Knights of Columbus.

“An excellent program. Highly recommended for “any” vocation working with “seniors”. Especially beneficial for those of us in the Investment, Retirement Planning field. This course would also be of tremendous value to non-working spouses, to learn more about the aging/planning process.”
- Murray Smith, CFP, CSA, Dundee Securities Corporation.

“Finally, a current day organization willing to acknowledge the age old adage that we are made of mind, body and spirit.”
- Jim O’Connor, CSA, Knight of Columbus.

“This course helped me to discover at a deep level the richness that seniors could bring to the younger generations, only if they (The younger generations) took the time to listen to them (The seniors), from the senior’s perspective.”
- Claude Barraud, C.O., CSA, Life Beyond Boundaries.

“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.

“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 me for dealing with seniors and understanding them.”
- Leslie Ann Clarkson, B.Admin., CSA, The Co-operators.

“CASA offer a wonderful course and a wonderful experience. The speakers are knowledgeable, passionate and great at conveying the importance of the facts as well as the more human aspects of dealing with seniors. Their personal stories, filled with human compassion and knowledge made this course a great experience and a great asset.”
- Justin Comeault, H. B. Comm, CSA, Knights of Columbus.

“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, Money Concepts.

“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, Berkshire Securities Inc.

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

“The best course I have ever taken, especially now, having been in the life insurance business for 21 years. I promise to keep in closer touch with everyone, especially my senior clients, friends and relatives. Thank you so much.”
- Lise Martens, CLU, CH.FC., CSA, LFS Financial Services.

“This course would benefit anyone with a senior in their life. And if you don’t have a senior in your life, get one! Thanks.”
- Joe McGeough, CFP, FMA, CSA, Dundee Securities.

“Very beneficial from a personal, business and social point of view. This course will make me a better person personally and professionally. Thank you.”
- Winston Pain, B.A., C.A.I.B. CLU, CSA, Lakeside Insurance Services Ltd.

“I am a Boomer, born in 1946. Taking the CSA Designation Course will provide me with how to deal with aging and doing the right thing for my clients.”
- Peter G. Lamb, B.A., CLU, TEP, EPC, CSA, Zlotnik, Lamb & Company.

“Inspiring and informational. A definite must if you are working with our elderly. Thank you for the experience.”
- Kat Leon, CSA, Enrich Lifestyles & Care Inc.

“I think every Canadian who is not a senior should take this course. Our world would be a much better place to live.”
- Keith Wood, CFP, RHU, CSA, Envision Financial.

“I will never look at seniors the same again, nor the aging process. This is a new beginning, a new adventure!”
- David A. Colhoun, CFP, CSA.

“This course will change my view on Financial Planning for the rest of my career and the work I do with all my clients in all capacities.”
- Sherman Friesen, CFP, CSA, Balanced Financial / IPC Investment Corp.

“Powerful and moving, a great team of educators and experts. Wow and Thank You!”
- Peter Garat, CSA, Garat Financial Group Ltd.

“Best of Luck. An incredible study experience.”
- Prem Malik, CA., FCA (UK), CSA, Merchant Capital Wealth Management.

“Fabulous experience – touching so many relevant topics on a personal and professional level. I thoroughly enjoyed the course and know I will use this knowledge everyday on many levels.”
- Lizanne Dobson B.A,. CSA, Royal LePage Real Estate 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. Very easy to relate to as we are all getting older and have parents who have needs we may be called on to assist with. 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, CSA, Bob Buszchak Insurance Agency Ltd..

“The course has achieved enlightening me from both a business and a personal perspective. Thank you for opening my eyes, my mind and most importantly my heart.”
- Tina Palmer, BSc., MSc., NLP, CSA,(England).

“This course is more than I expected initially. I am very pleased with the content, all advisors/professionals serving the senior industry in any capacity should take this course. I am happy that I’ve taken this course not only from a professional point of view, but from a personal one as well. Thank you for giving me new perspective and understanding!”
- Tammy Gallop, CSA, RBC Dominion Securities.

“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.

“We are in a new century and a new age of dealing with seniors. As service providers it is important to have a grasp of what we will be dealing with in the future. The CSA designation will become more important over the next few years.”
- Dave Thompson, CFP, B.Ed., CSA, Thompson & Wagner Financial Services.

“Very well run course, helps the learning process.”
- Ross Taylor, CFP, CLU, CH.F.C., CSA, Ross Taylor Financial Corporation.

“I have three university degrees, but I learned more and benefited more from this program than any of them. This was a valuable learning experience.”
- Pat Hutchinson, B.A., B.Ed., M.Ed., CSA, Neville Financial Services Ltd.

“The whole course was well presented and very well organized. Thanks for a job well done.”
- Ben van der Vegt, CSA, instant Life Insurance Ltd.

“I am very impressed with the content and of the material covered through this course. The presentations were exceptional. I am delighted to be associated with this academy/organization.”
- Rhonda McKenzie, CSA, Senior Select Housing Options.

“You have rated all session 1 – 5 (evaluations), please allow me to rate these 3 days as a 10.”
- Bernie Carriere, CSA, Clarica, A Sun Life Financial Company.

“Life is riddled with needs and plans. The growth of investments and need for insurance provides protection and quality of life. Do you know “life” and it’s future meanings? It is told in the CSA course.”
- Peter Tremblay, B.A., FIC, CSA, Knights of Columbus.

“An above average program, bringing real value to ourselves and the people that we serve with this. Thanks.”
- Walter Gramm, CFP, CLU, CSA, Clarica, A Sun Life Financial Company.

“If you are in the financial services industry, this is the best single step you can take for your senior clients. If you are in any business that serves seniors, this course will do more for your understanding of that market than anything else.”
- Rick Hoogendoorn, CSA, Cheri Crause and Associates.

“I was sceptical at the beginning. I am very impressed. A great course, all the contents are valuable.”
- Brian H. Rowbottom, CSA.

“Taking this course has been an enlightenment for me. I now have a much better understanding and appreciation for my senior clients, my friends and as I rapidly approach senior status, I understand the changes that are taking place in me and my wife. Thank you. I consider the last 3 days as time very well spent.”
- Terry Fauteux, CSA, Relocating Made Easy.

“Fabulous course for personal and professional growth.”
- Rob Walker, CSA, VIP Home Solutions Inc.

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

“Those of us in the financial services business shouldn’t wait until their career is nearly over, but should experience this course early in their career – and grow old with their clients.”
- Bryan Burkinshaw, CSA, Swiftsure Insurance Associates Ltd.

“Not only has this course given me an excellent perspective on delivering my service to seniors…. I now believe I can become a more positive, healthy and integrated senior myself.”
- Heather Thurston, BSN, CSA, Life Events.

“The courses are given with great enthusiasm and taught with much clarity. A tremendous amount of information in such a short period of time.”
- Michael Furlot, CSA, Independent Financial Advisor.

“Excellent speakers, content was relevant, well paced. This course represents the wave of the future in my business.”
- Randy G. Samuelson, CFP, CSA, Investors Group.

The day that I decided to come to this course I thought that my direction in life was clear. This course offered such a great quantity of perfectly relevant information, presented in such a powerful way, that I find myself inspired, invigorated and excited by the direction that I am headed, which has been made ever so clear by this course.
- Trevor Cook, CSA.

This is a profound course about the human condition – it brings the understanding