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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CompuSoluciones: Corporate Governance
Luis Manuel Bonner de la Mora; W. Glenn Rowe; Ken MarkCase IVEY-9B17M022-EEntrepreneurship, StrategyCompuSoluciones, based in Guadalajara, Mexico, was a value-added distributor of information technology hardware, software, and services that grew from its origins as a reseller for Hewlett-Packard to become the second-largest distributor in Mexico. The company was best described as a collection of team-based businesses. It had 18 independent business units—each of which managed its own supply chain and produced its own profit-and-loss statements—...Starting at €8.20
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CompuSoluciones: Competing Against Disintermediation
Luis Manuel Bonner de la Mora; W. Glenn Rowe; Ken MarkCase IVEY-9B17M023-EEntrepreneurship, StrategyCompuSoluciones was a value-added distributor of information technology hardware, software, and services based in Guadalajara, Mexico. In 2016, the firm’s chief executive officer was aware that the company faced the threat of disintermediation as some of its vendors looked to sell directly to end-users. The industry in which CompuSoluciones competed was known for its rapid technological changes, which affected the design, supply, and price of pro...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