Ivey Business School (Canada)
-
Nielsonlar Insurance: Replacing a Life Insurance Plan
Norma Nielson; Larry WoodCase IVEY-9B16N057-EEntrepreneurship, FinanceIn 2003, a financial planner in Calgary started working with the owner of Oilfield Welding Limited to provide employee benefits to the owner and his staff. Initially, the owner wanted to save for retirement by reinvesting all of his surplus earnings back into the business. However, he appreciated the potential creditor-proofing of life insurance and established a small retirement savings opportunity using life insurance. When Oilfield Welding Lim...Starting at €8.20
-
Kreative Kasuals Inc.
Elizabeth M.A. Grasby; Kevin DeanCase IVEY-9B12B001-EAccounting and Control, EntrepreneurshipThe owner of a small Ontario-based textiles manufacturer must decide whether to bid on two government tenders and, if so, at what prices. The owner must analyze each bid by calculating its direct, absorption, and full costs, consider the impact of adding each bid’s volume to the company’s current capacity level, and determine the differences between a one-time and multi-year tender contract. The owner also wants to look at the overall “fit” of th...Starting at €8.20
-
Professor Pettigrew's Retirement Decision
Norma Nielson; Lisa SurmonCase IVEY-9B13N002-EFinanceThis case examines retirement and pension-related decisions from a financial perspective, using the example of a university professor, Dr. Carl Pettigrew. Dr. Pettigrew has a comprehensive pension plan through his employer, but needs to take into consideration his obligations to his ex-spouse and his existing life insurance policy. Due to all of the different elements under consideration, the case represents a moderately complex situation for the...Starting at €8.20
-
Horseshoe Resort
Elizabeth M.A. Grasby; Kevin DeanCase IVEY-9B11B011-EAccounting and ControlThe general manager of Horseshoe Resort is finalizing the proposal for a new adventure park with his management team. Horseshoe is a recently purchased all-season resort, and new ownership wants to increase Horseshoe’s attractions to entice visitors to the resort in the summer months. The general manager wants to determine how best to use the land and investment money to cater to Horseshoe’s target market and add to its portfolio of activities....Starting at €8.20