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Designation Pathway

MTI® Estate & Trust Professional (MTI®)

“Clients are looking for professionals who have the educational background needed to manage their portfolios.” – Neela White, CIM®, CIWM, FCSI® – Portfolio Manager, MacDougall, MacDougall & MacTier Inc

“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group

“Everybody has their own unique needs, goals and outcomes that they are looking to achieve with their wealth. The great advisors are the ones who get to know those details intimately, and have the necessary skills to deliver.” – Richard Pope, CIM®, FCSI®, CAIA – Vice President, Connor, Clark & Lunn Private Capital

“Credentials demonstrate a commitment from the advisor to continuous learning and building their expertise. This commitment ultimately leads to even greater value and benefits to the client.” – Silvio Stroescu, CIM®, FICB, FCSI® – Head, BMO Wealth Digitech Transformation, President, BMO Investorline

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“Clients are looking for professionals who have the educational background needed to manage their portfolios.” – Neela White, CIM®, CIWM, FCSI® – Portfolio Manager, MacDougall, MacDougall & MacTier Inc

“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group

“Everybody has their own unique needs, goals and outcomes that they are looking to achieve with their wealth. The great advisors are the ones who get to know those details intimately, and have the necessary skills to deliver.” – Richard Pope, CIM®, FCSI®, CAIA – Vice President, Connor, Clark & Lunn Private Capital

“Credentials demonstrate a commitment from the advisor to continuous learning and building their expertise. This commitment ultimately leads to even greater value and benefits to the client.” – Silvio Stroescu, CIM®, FICB, FCSI® – Head, BMO Wealth Digitech Transformation, President, BMO Investorline

What is MTI® Estate & Trust Professional (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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What is the path to the MTI® Estate & Trust Professional (MTI®) designation?

The learning path leading to the MTI® designation provides the skills and knowledge that reflect today’s industry best practices, helping client-focused professionals align their education with career goals. Each course is designed to build knowledge while progressing one’s career.

MTI® Pathway

5 Year Rule

The educational path must be completed not more than 5 years prior to application to write the Case Application Examination. Exemptions can be granted for courses offered by other education providers. If an individual has exceeded the 5-year timeline, completion of either the Estate and Trust Management or the Laws of Estates and Trusts course (or equivalent) will be required.

Individuals must apply for the designation within 5 years of successfully completing the Case Application Examination. Individuals who do not qualify for the designation within this 5-year period will be required to re-take the Case Application examination prior to being granted the designation. They will not be required to re-take the educational path.