High-Impact Wealth Management: Andrew Does the Math

The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies. Also refer to 9B16N027.
Collection: Ivey Business School (Canada)
Ref: IVEY-9B16N026-E
Format: PDF
Number of pages: 8
Publication Date: Aug 24, 2016
Language: English
Review date: Oct 24, 2016

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Description

The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies. Also refer to 9B16N027.
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Year: 2016
Geographic Setting: Canada
Industry Setting: Finance and Insurance;

Learning Objective

The case entitled “Andrew Does the Math” specifically addresses item 2 on the list of “common-cents” strategies: time value of money (or save).

High-Impact Wealth Management: Andrew Does the Math

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"High-Impact Wealth Management: Andrew Does the Math"