About the MTI®

The MTI® Estate & Trust Professional (MTI®) designation is Canada's premier designation for estate and trust management. It ensures that financial professionals have expertise in the regulations and tax implications that are characteristic of the management and transfer of wealth.

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Benefits of MTI ®

  • In addition to qualifying you to manage a client's estate and trust matters, your MTI® designation provides you with the following benefits:
  • You will be listed in CSI's MTI® Directory, which helps clients find you and verify your credentials
  • Discounted CE Packages exclusively for designation holders
  • Access to exclusive Professional Development CE packages to help you complete your CE requirements at a discounted rate. The offer is only available when you renew your designation.

Access to:

    • MTI® trademark designation letters:
      the right to use in marketing materials to promote your credentials
    • MTI® Portal login:
      unlock online resources, publications and customizable marketing materials
    • Exclusive Webinars
      stay on top of the latest industry topics
Path To MTI<sup>®</sup>

Path toMTI®

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Renew MTI<sup>®</sup>

Renew MTI®

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Learning path

Connect withMTI® holder

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