This Case is about FINANCIAL MANAGEMENT
PUBLICATION DATE: July 31, 2012 PRODUCT #: W12096-PDF-ENG
Mary Spencer's Personal Financial Plan Case SolutionBefore 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.
Related Case Solutions:
Cutting Out the Middle-Man: The Case for Direct Business Involvement in Environmental Justice
Slicing Pie with a Razor: Ockham Technologies’ Founding Agreement
Lessons from Pharmaceutical Product Litigation: Merck and the Vioxx Withdrawal, Cona & McDarby vs. Merck
Mary Simmons (B)
Marketing Analysis Toolkit: Customer Lifetime Value Analysis
Starbucks: Story of Growth
Sitara: Indian Management Style – Capturing Hearts and Minds
Mary Simmons (A)
Telefonica de Argentina S.A.
Leaders Who Make a Difference: Joel Klein Brings Accountability to NYC DOE: Day 1