CHOOSING AN MTI
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 quality service and financial advice - 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 service to the table.
Learn more about the rigorous requirements of the MTI®