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 BlueAlpha Wealth Blog

Financial Advisor tips, perspectives and advice on investing, retirement planning, financial planning, disability insurance and life insurance

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Carter

March 5, 2025

Financial Advice, Life Insurance Canada

Reasons Your Life Insurance Payout Would Get Denied in Canada

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Carter

February 26, 2025

Financial Advice, Business Owner Planning, Canadian Doctor Financial Planning, Medicine Professional Corporation, Taxation, Wealth Management

Retirement Savings for Business Owners and Physicians

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Carter

February 25, 2025

Business Owner Planning, Canadian Doctor Financial Planning, Financial Advice, Medicine Professional Corporation, Taxation, Wealth Management

Retirement Planning Income for Business Owners and Physicians: The Benefits of Using a PPP (Personal Pension Plan) During Retirement

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Carter

February 25, 2025

Business Owner Planning, Canadian Doctor Financial Planning, Financial Advice, Medicine Professional Corporation, Taxation, Wealth Management

Retirement Planning for Business Owners and Physicians: Benefits of Using a PPP to Build Your Retirement Nest-Egg

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Carter

February 25, 2025

Business Owner Planning, Canadian Doctor Financial Planning, Financial Advice, Medicine Professional Corporation, Taxation, Wealth Management

The Benefits of a Personal Pension Plan (PPP) When Closing a Practice or Selling a Business

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Carter

February 24, 2025

Business Owner Planning, Canadian Doctor Financial Planning, Financial Advice, Medicine Professional Corporation, Taxation, Wealth Management

Personal Pension Plan (PPP®) vs. Individual Pension Plan (IPP): A Comprehensive Comparison

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Carter

February 24, 2025

Business Owner Planning, Canadian Doctor Financial Planning, Financial Advice, Medicine Professional Corporation, Taxation, Wealth Management

12 Tax-Efficient Reasons Why Physicians and Business Owners Should Use a PPP for Retirement: PPP vs RRSP vs Corporation

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Carter

February 24, 2025

Business Owner Planning, Canadian Doctor Financial Planning, Financial Advice, Taxation, Wealth Management

Comprehensive Financial Planning for Canadian Physicians and Business Owners

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Carter

February 23, 2025

Business Owner Planning, Canadian Doctor Financial Planning, Financial Advice, Medicine Professional Corporation, Taxation, Wealth Management

How the Pension Plan Fits in with Other Competing Strategies: Insurance Synergies

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Carter

February 23, 2025

Business Owner Planning, Canadian Doctor Financial Planning, Financial Advice, Medicine Professional Corporation, Taxation, Wealth Management

Concept of Inter-Generational Wealth Transfer: Pension Surplus at Work Within a Family Practice or Company

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About the author Carter.

Rather than taking the role of a hammer and thereby making every situation or person look like a nail, Carter believes in simplifying financial advice and meeting people where they are in their planning journey. Carter has extensive experience and insight on investing and disability insurance and nuances around planning for these solutions. This blog resource seeks to flesh out some of those insights.

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