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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Character House Entertainment: The Moana Character Expansion
Ian Dunn; Jayson KilloranCase IVEY-9B18B021-EAccounting and Control, EntrepreneurshipCharacter House Entertainment was a small entertainment company in the Greater Toronto Area that provided Disney and cartoon-character performances for children’s birthday parties and corporate events. The company's customizable services featured musicalStarting 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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HEXO: The Road to Marijuana Legalization
Ian Dunn; Jayson KilloranCase IVEY-9B20B006-EAccounting and Control, EntrepreneurshipIn June 2018, the co-founder and chief brand officer of HEXO Corp. (HEXO), a medical cannabis company in Gatineau, Quebec, Canada, needed to prepare his company for the legalization of Canada’s recreational marijuana market. HEXO already provided a range of innovative, smoke-free, and traditional marijuana products to customers across Canada. The chief brand officer planned to analyze the inflows and outflows associated with two options for enter...Starting at €8.20