Ivey Publishing
High-Impact Wealth Management: Jenny's Investment Choices
Product Number:
9B16N037
Publication Date:
08/25/2016
Revised Date:
10/18/2017
Length:
13 pages (7 pages of text)
Product Type:
Case (Field)
Source:
Ivey
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
9B16N038.
Learning Objective:
The case entitled “Jenny’s Investment Choices” specifically addresses item 5 on the list of common-cents strategies: minimize fees and taxes.
Issues:
Disciplines:
Finance
Industries:
Finance and Insurance
Setting:
Canada, 2016
Intended Audience:
Undergraduate
Price:
$4.25 CAD / $4.25 USD Printed Copy
$3.75 CAD / $3.75 USD Permissions
$3.75 CAD / $3.75 USD Digital Download
Associated Materials
Supplements: 9B16N038 (6 pages)
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