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Case

Jenny's Investment Choices

By Chuck Grace / Paige Addesi / Matt Lord

Finance

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 al

Collection: Ivey Business School (Canada)

Ref: IVEY-9B16N037-E

Format: PDF

Number of pages: 19

Publication Date: Aug 25, 2016

Language: English

Review date: Sep 23, 2021

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Description

Year: 2016

Geographic Setting: Canada

Industry Setting: Finance and Insurance;

Learning Objective

The case entitled “Jenny’s Investment Choices” specifically addresses item 5 on the list of common-cents strategies: minimize fees and taxes.

Jenny's Investment Choices

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Jenny's Investment Choices

What material is included in this case:

Description

Learning Objective

Jenny's Investment Choices

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