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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China National Offshore Oil Corporation: Operations in Canada
Xiaoyu Liu; Hao Lu; Loren Falkenberg; Harrie VredenburgCase IVEY-9B18M182-EStrategyIn 2005, China National Offshore Oil Corporation (CNOOC) began investing in Canada, when it acquired 16.69 per cent equity of MEG Energy Corp., a private Calgary-based energy company. In 2011, it acquired OPTI Canada, a Canadian oil company that had goneStarting 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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Telus: Ethics and Cellphone Tower Sites
Xiaoyu Liu; Hao LuCase IVEY-9B18M183-EStrategyIn 2015, TELUS Corporation (TELUS) needed to decide whether to either ignore the concerns of the local community and power up its newly installed cellphone tower—located 84 metres from the University of Calgary's child care centre—or relocate it farther fStarting at €8.20