TERMIUM Plus®

The Government of Canada’s terminology and linguistic data bank.

TOTAL ASSETS ESTATE [3 records]

Filter results by subject field Alphabetical list of terms

Filter results by subject field

Alphabetical list of terms

Record 1 2000-03-08

English

Subject field(s)
  • Investment
  • Banking
CONT

Wealth management provides discretionary investment management, trust and estate services, retirement planning and banking services for a domestic client base. Wealth Management helps high net worth clients achieve their financial goals by addressing their total financial picture. Beginning with counselling, our trained Advisors work closely with clients to guide them through every stage of their financial life-cycle. This ranges from building assets and protecting capital to planning for retirement and the transfer of worth through effective estate planning.

French

Domaine(s)
  • Investissements et placements
  • Banque
CONT

Les Services de gestion de patrimoine [...] s'adressent à une clientèle bien nantie et se donnent pour mission d'aider les clients à atteindre leurs objectifs financiers en tenant compte de l'ensemble de leur situation financière. Nous offrons d'abord des conseils par l'intermédiaire de conseillers compétents qui travaillent en rapport étroit avec les clients afin de les guider à toutes les étapes de leur vie financière : constitution d'actif, protection du capital, planification de la retraite et transmission de l'avoir au moyen d'une bonne planification successorale.

Spanish

Save record 1

Record 2 1993-01-20

English

Subject field(s)
  • Social Security and Employment Insurance

French

Domaine(s)
  • Sécurité sociale et assurance-emploi
OBS

valeur totale de la succession : Règlement sur l'assurance-chômage, 1978 (avec modifications jusqu'au 1er mars 1991).

Spanish

Save record 2

Record 3 1992-04-30

English

Subject field(s)
  • Investment
CONT

U. S. investments via Canadian mutual funds are safe from U. S. estate tax. If you own U. S. securities, even if they are in a Canadian RSP, then you are vulnerable to the tax. If you are near or past the $60, 000 mark in total U. S. situs assets(a notable exception being cash), consider backing out of direct ownership of U. S. securities and participating through Canadian mutual funds invested in the U. S. markets. It's something to watch, with the RSP foreign content limit rising and headed toward 20%. The IRS position is that U. S. situs assets held in an RSP are subject to U. S. estate tax.

French

Domaine(s)
  • Investissements et placements

Spanish

Save record 3

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TERMIUM Plus®, the Government of Canada's terminology and linguistic data bank
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