Essay Case Analysis

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CASE ANALYSIS

Contents
|ABSTRACT…………………………………………………………………… |3 |
|1 Macro-Economic Conditions ……………………………………………… |4 |
| 1.1 Basic information…………………………………………………… |4 |
| 1.2Macro-environmental Risk………………………………………… |4 |
| 1.3 Unemployment Rate………………………………………………… |4 |
| 1.4 Inflation……………………………………………………………… |6 |
| 1.5 Housing……………………………………………………………… |7 |
| 1.6 Taxation……………………………………………………………… |8 |
|1.7 Investment vehicles………………………………………………………… |13 |
|2. Overview…………………………………………………………………… |15 |
|2.1 Personal Situation……………………………………………………… |15 |
|2.2 Financial Expectations………………………………………………… |16 |
|2.3Investment Policies ……………………………………………………… |21 |
|3 Analysis of Mary's budget…………………………………………………… |23 |
|3.1 Risk Profile…………………………………………………………… |23 |
|3.2 Budget Risk Analysis ………………………………………………… |24 |
|4. Uncertainties and suggestions ……………………………………………… |29 |
|4.1 Macro-environmental Risk……………………………………………… |29 |
|4.2 Individual Risk……………………………………………………… |30 |
|CONCLUSION ………………………………………………………………… |32 |
|ADVICE ……………………………………………………………………… |33 |

Abstract Mary Spencer was putting the final touches to her personal financial plan before graduating from the Richard Ivey School of Business HBA program in the spring of 2012. In general, Mary was happy with her plan. Her goals, investment policy statement and financial budget all made perfect sense to her. Even so, she kept going back to one number—43% tax rate! During our analysis, we are seeking a combination of three or four investment vehicles that would work best together. First, we take a look at the macro environment of Canada and the risks that Mary would meet in such an economic environment. In this part, we also make an introduction of personal taxation and some investment vehicles in Canada. Then, Mary’s personal situation is taken in to consideration to analyze whether her financial plan is suitable for her to achieve all her goals. We divide her financial plan to three parts according to her ages, short-term from 22-30, medium-term from 30-60 and long-term from 60+. Financial expectations are included in this part. Also there is analysis on her investment policies. In the process of analyzing Mary’s financial plan, we first compare her budget to her expectation, finding that it doesn’t match
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