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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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United Way: Taking a Public Stance on a Controversial Issue
Anthony Goerzen; Luke FiskeCase IVEY-9B16M065-EStrategyIn June 2012, the Kingston, Frontenac, Lennox, and Addington chapter of the United Way had the opportunity to present its views at an upcoming public forum on a proposal to build a casino in Kingston, Ontario. The possibility of a casino in Kingston was a controversial and emotional topic; it was supported by influential business and government leaders but also had many detractors. Pro-casino advocates said a casino would create jobs, spur local ...Starting at €8.20
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Fair Trade Jewellery Co.: Establishing an Ethical Global Value Chain
Anthony Goerzen; Luke FiskeCase IVEY-9B20M139-EEntrepreneurship, StrategyIn August 2019, Fair Trade Jewellery Co., a mid-size jewellery retailer based in Toronto, Canada, was wondering how to ensure that its customers received responsibly sourced gold and diamond jewellery. The company had already devoted considerable amountsStarting at €8.20