Estate & Trust Professional (MTI®)
Issued by
Canadian Securities Institute
This digital credential indicates that the individual has completed the requirements to achieve the Estate and Trust Professional (MTI®) designation. They possess the expertise and experience in the regulations and tax implications that are characteristic of the management and transfer of wealth. They are proficient in investing and distributing the estate and trust assets, managing estates and ongoing trusts, and mitigating risk for trustees and executors.
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