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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China Gold International in Canada: What’s Next
Jing Li; Natalie Bin ZhaoCase IVEY-9B19M071-EStrategyIn November 2017, Jerry Xie, executive vice-president and corporate secretary of China Gold International Resources Corp. Ltd. (CGI), the only overseas-listed subsidiary of China National Gold Group (CNG), a Chinese state-owned gold company, was expectedStarting at €8.20