BMO Financial Group Presented "Award of Excellence" from Canadian Academy of Senior Advisors



    BURNABY, BC, June 13 /CNW/ - At its International meeting in Las Vegas,
the Canadian Academy of Senior Advisors (CASA) awarded BMO Financial Group its
Award of Excellence in the Corporate Division.
    CASA is the Canadian licensee of the international Society of Certified
Senior Advisors (SCSA), a group of geriatric physicians, gerontologists, elder
law lawyers, accountants, financial planners, and others trained and certified
in senior issues. Certified Senior Advisors (CSA's) participate in the World's
Largest Membership organization training professionals about aging, and
through CASA, can access single, credible source of information for
professionals serving the 55-plus population.
    BMO was one of the first major Canadian financial institutions to
recognize the changing population, and developed a series of programs and
services specifically designed for Canada's maturing population. BMO knew that
by 2016 there would be more Canadians over the age of 65 than children under
the age of 14, and that to continue providing quality services for its
customer base it had to adapt. The programs it created became a 'gold
standard' within the financial community.
    An impartial Review Committee scrutinized and vigorously debated each
application, and only those meeting the standards of leadership, innovation
and quality of service to the 55-plus community advanced in the selection
process. The process was lengthy and BMO Financial Group achieved a unanimous
vote as the honouree for the first award ever presented in this category.
    Accepting the award on behalf of BMO was Tina Di Vito, CSA, Director of
Retirement Solutions, BMO Financial Group. According to Ms. DiVito, "BMO
Financial Group is proud to be recognized for our commitment to educating our
employees about the new realities of retirement and equipping them with an
increased awareness of the issues faced by an aging population.
    "As more and more Canadians face this next phase of their lives, BMO
wants to be the "go to destination" for families navigating the new realities
of retirement. We want them to know that BMO gets it - we understand their
concerns, we ask the right questions and we provide solutions that go beyond
the standard retirement offering.
    "Together with CASA, we have created a unique learning experience that
helps our Advisors build stronger relationships, and address the emotional
needs and evolving life objectives of our boomer and senior customers."
    Speaking on behalf of CASA, organization President Rhonda Latreille
concluded, saying, "In Canada, Seniors are the fastest growing segment of our
population. BMO is positioning itself as a premier financial institution
responding to the evolving needs of maturing Canadians. By making available
innovative products and services offered by financial professionals trained as
CSA's, BMO is demonstrating a significant commitment to this special segment
of our population. It's fitting as Canada's first bank, that BMO is the first
recipient of this award. We are proud of our association with BMO and
appreciate their leadership in enhancing the lives of so many."

    Background on CASA
    ------------------
    CASA is the Canadian licensee of the international Society of Certified
Senior Advisors (SCSA), a group of geriatric physicians, gerontologists, elder
law lawyers, accountants, financial planners, and others well-schooled in
senior issues. CASA provides a single, credible source of information and
training for the 55-plus population, adapted with the Canadian content and
unique Canadian laws, rules, and regulations, products and services.
    Today, there are in excess of 25,000 professionals throughout North
America, representing a variety of different industries: retirement
consultants, home and health care, insurance agents, lawyers, social workers,
spiritual counsellors, real estate agents, and many others who recognize the
importance of the unified training and professional recognition that comes
upon course completion and award of the CSA(R) (Certified Senior Advisor)
designation.

    Background: Bank of Montreal
    ----------------------------
    Established in 1817 as Bank of Montreal, BMO Financial Group is a highly
diversified North American financial services organization. With total assets
of $357 billion as at April 30, 2007, and more than 35,000 employees, BMO
provides a broad range of retail banking, wealth management and investment
banking products and solutions. BMO Financial Group serves clients across
Canada through its Canadian retail arm, BMO Bank of Montreal and through its
wealth management firms BMO Nesbitt Burns, BMO InvestorLine and BMO Harris
Private Banking. BMO Capital Markets, our North American investment and
corporate banking division, provides a full suite of financial products and
services to our North American and international clients. In the United
States, BMO serves clients through Chicago-based Harris, an integrated
financial services organization that provides more than one million personal
and business clients with banking, lending, investing, financial planning,
trust administration, portfolio management, family office and wealth transfer
services.




For further information:

For further information: Rhonda Latreille, (877) 272-7575, E-mail:
rhonda@canadacsa.com

Organization Profile

CANADIAN ACADEMY OF SENIOR ADVISORS - CASA

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