Ivey Business School (Canada)
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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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Nuway Software: Making the New Way Sustainable
Susan J. Van Weelden; Laurie George BusuttilCase IVEY-9B20M104-EStrategyNuway Software (Nuway) specialized in custom mobile software. While it had procured many contracts over its 15 year history, mostly for the less than truckload and courier sectors of the transportation industry, by the beginning of 2020, it had not foundStarting at €8.20
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Scenic Floral: Go North Young Man?
Laurie George Busuttil; Susan Van Weelden; Emma VanderPloegCase IVEY-W25532-EAccounting and Control, StrategyBen Van Weelden, Manager of Scenic Floral, was considering providing direct-to-door delivery to Northern Ontario stores for its main customer, Metro Inc. Scenic was looking for ways to increase sales and profit, but also had its eye on providing coast-to-Starting at €8.20