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
-
H&L Pines
Elizabeth M.A. Grasby; Jaclyn CairnsCase IVEY-9B12B009-EAccounting and ControlThe sole shareholder of a national supplier of evergreen trees is expanding its product line. This expansion requires a $6.5 million investment. The company decides to finance this expansion through the issuance of bonds and must record the accounting entries involved with this issuance, along with the related interest payments and amortization of the bonds.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
-
Aradia Fitness London
Elizabeth M.A. Grasby; Jaclyn CairnsCase IVEY-9B13B009-EAccounting and Control, MarketingThe owner of Aradia Fitness London had just completed her TRX suspension training instructor’s course and was contemplating how she could bring the TRX suspension program to her fitness studio. TRX suspension training utilized suspension equipment aided by gravity and body weight as a way to increase strength and flexibility. The owner knew the TRX program would be a perfect complement to her studio’s classes, but she was unsure how best to imple...Starting at €8.20
-
Sloboat Shipping Inc.
Elizabeth M.A. Grasby; Jaclyn CairnsCase IVEY-9B12B010-EAccounting and ControlThe accountant of a cargo shipping company must update the financial position of the company. He has a list of the company’s cash receipts and disbursements, the statement of financial position, and the bookkeeper’s detailed notes pertaining to transactions for the current year.Starting at €8.20
-
Covers4Change
Elizabeth M.A. Grasby; Jaclyn CairnsCase IVEY-9B13B011-EAccounting and ControlAn upper-level university student and her business partners had some decisions to make before launching their new venture, a non-profit organization that planned to design and sell customizable laptop skins on behalf of various charitable organizations across southern Ontario. Proceeds from each sale would go to participating charities. The company had received partnership interests from various organizations, and it was time that a decision was ...Starting at €8.20