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Service Award
The Dalbar Service Award symbolizes the achievement of the highest tier of service to customers within the mutual fund industry. It is awarded only to those firms that exceed industry norms in key service areas. The winners of this award can confidently consider themselves service leaders within the mutual fund industry.
2007 Service Award Winners:
English Service – BMO Mutual Funds
French Service – BMO Mutual Funds
2006 Service Award Winner:
BMO Mutual Funds
Key Honours
Dalbar's Key Honours serve to designate those firms who demonstrate their commitment to customers by providing consistently solid service. Recipients of this designation have the proven ability to provide good service to their customers as tested by Dalbar's rigorous service evaluations of telephone and e-mail communications.
English Service
2007 Key Honours:
Franklin Templeton Investments
AIC Limited-
French Service
2007 Key Honours:
Franklin Templeton Investments
National Bank Securities Advisory Service
Financial Advisor Rating Program Seal
The Dalbar Seal recognizes financial professionals for their success at achieving excellence in the eyes of their customers.
Communications Seal
The Dalbar Communications Seal is a mark of excellence and is only awarded to communication pieces that excel in meeting the needs of consumers.
Communications Award
The Dalbar Communications Award recognizes companies that demonstrate excellence in relaying information effectively to their clients through the annual investor account statements. 2006 Winners: Mutual Fund Statement Analysis
Mackenzie Financial Corporation Wrap Account Statement Analysis
Franklin Templeton Investments
2005 Winners:
Brokerage Statement Analysis
National Bank Financial Defined Contribution Pension Plan Statement Analysis
Manulife Financial
2004 Winners:
Mutual Fund Statement Analysis
Mackenzie Financial Corporation
Universal Life Statement Analysis
Manulife Financial
High Net Worth Statement Analysis
Franklin Templeton Investments
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Awards 
