Mary Spencer’s Personal Financial Plan Harvard Case Solution & Analysis

Before graduating from the Richard Ivey School of Business HBA program in spring 2012, Mary Spencer was getting the last touches on her personal financial plan. Generally, Mary was not unhappy with her plan. Investment policy statement her targets, and fiscal budget all made perfect sense to her.

Nevertheless, she kept returning to a number - a 43 per cent tax rate! It did not seem fair that just when she started to make some serious income, she'd have to give 43 per cent of it to the government. During one of her courses, Mary had spent some time learning about tax strategies accessible to Canadians.

PUBLICATION DATE: July 31, 2012 PRODUCT #: W12096-PDF-ENG

This is just an excerpt. This case is about FINANCE & ACCOUNTING

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