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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
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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
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True Büch Kombucha: Purposeful Growth
Candace Moody; Darrin AmbroseCase IVEY-9B18M188-EEntrepreneurship, StrategyShortly after entering the kombucha market in Calgary, Alberta, True Büch Kombucha (True Büch) experienced significant growth. True Büch was sold from reusable kegs and in single-serving bottles at local markets and retailers. However, with such high demaStarting at €8.20
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City of Calgary: Financing Infrastructure
Pernille Goodbrand; Darrin Ambrose; Jyoti GondekCase IVEY-9B18M041-EStrategyIn 2007, the former Calgary mayor was preparing to make the case for a Community Revitalization Levy to secure financing to develop Calgary’s East Village, a downtown brownfield site. The East Village had a difficult history, and economic, social, and environmental issues abounded there. All previous attempts at redevelopment had failed. After doing meticulous research, the mayor presented to Calgary City Council his idea of the Community Revital...Starting at €8.20