Investors and the public are invited to use this Directory to locate qualified trust specialists who have attained the MTI® designation.
When you hire an accredited CSI financial professional, you’re hiring an expert who has been trained by Canada’s most trusted and respected financial services education provider. Since it was established in 1970 as the Canadian Securities Institute, over three-quarters of a million financial professionals have chosen CSI for their career training and development.
With affluence comes many complex considerations. For those approaching or in retirement, one of the biggest considerations is how their wealth and legacy will be passed on. The expertise required to manage trusts and estates cannot be underestimated.
The MTI® Estate and Trust Professional (MTI®) designation is Canada’s premier credential for estate and trust management. It ensures that those who earn the MTI® letters are experts in trust and estate regulation, and the tax implications that are characteristic of the management and transfer of wealth.
Those who choose to work with an MTI® can feel confident that their wealth is being effectively protected, invested and distributed. Not only do MTI®s provide clients with specialized service and financial advice, but they are also held to high professional standards. They are required to abide by a Code of Ethics and fulfil maintenance requirements to make sure they always bring their best to the table.
CSI has a responsibility to oversee the individuals who have been granted the MTI® designation. This oversight is carried out in the best interest of the public and the holders of the PFP® designation.
All MTI® holders have attested to abide by the MTI® Code of Ethics Adherence to the Code and this Ethical Misconduct Process is mandatory. A breach of the Code of Ethics can result in disciplinary action.
Allegations of violation of the MTI®Code of Ethics are dealt with by the Designation Ethics Committee according to the CSI Ethical Misconduct Process. If the Committee determines a violation occurred, a disciplinary sanction is recommended.
Before filing a formal complaint with CSI, we strongly recommend trying to resolve the issue by speaking directly with the MTI® in question. Those who cannot come to a resolution are encouraged to send the complaint to CSI. Please do not send financial documents without removing any confidential or private information.
Please send your complaint using the submission link below. This link is used to file a formal complaint against a CSI designation or fellowship holder in relation to professional behaviour and a possible breach of the Code of Ethics. All complaints must be submitted using this form online. CSI will not accept anonymousSubmit Complaint
The MTI® Professional Competency Profile provides an overview of the responsibilities, skills, and knowledge unique to someone who holds the MTI® designation. It is the foundational document for the Estate & Trust Professional (MTI®) designation that describes the required competencies (i.e., the knowledge, skills and abilities) of professionals awarded the designation.
The Competency Profile is the defining resource for what a Trust Specialist can and should do in practice. It is used to set the requirements for the pre-requisite education programs, the work experience component, the MTI® Case Application Examination and continuing education requirements.
As the MTI® designation continues to progress to meet clients’ changing needs, employers and regulators, CSI reviews the Competency Profile every 5 years.Download