This Case is aboutÂ FINANCIAL MANAGEMENT
PUBLICATION DATE: July 31, 2012 PRODUCT #: W12096-PDF-ENGMary Spencer's Personal Financial Plan Case Solution
Before graduating from the Richard Ivey School of Business HBA program in springtime 2012 Mary Spencer was getting the last touches on her private financial strategy. Typically, Mary was not unhappy with her strategy. Investment policy statement her targets, and fiscal budget all made perfect sense to her. It did not seem reasonable that when she began to make some serious income, she had need to give 43 per cent of it to the authorities. During one of her classes, Mary had spent some time learning about tax strategies accessible to Canadians.