Orlando Lopez, Investment Advisor of RBC Dominion Securities Inc.

Orlando Lopez, Investment Advisor of RBC Dominion Securities Inc. Financial Planning and Retirement Planning

09/07/2026

Who has been investing in you lately?

Never underestimate the importance of periodic financial check-ins. Whether you’re a recent grad or early in your career...
09/06/2026

Never underestimate the importance of periodic financial check-ins.

Whether you’re a recent grad or early in your career, you’re an individual with a busy family, or you’re a longtime professional or business owner, asking yourself the below questions can have impactful benefits.

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen bot...
08/21/2026

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.

Are you or someone you know approaching age 71 and needing to switch all there RSPs to RIFs. There are some points to co...
08/21/2026

Are you or someone you know approaching age 71 and needing to switch all there RSPs to RIFs. There are some points to consider which we outline in this article below.

https://bit.ly/4cVuGh5

Do you have a life income fund (LIF) and are you only withdrawing mandatory annual minimum LIF payments? Have you alread...
08/20/2026

Do you have a life income fund (LIF) and are you only withdrawing mandatory annual minimum LIF payments? Have you already taken advantage of any unlocking opportunities under the pension legislation governing your LIF but would still like to unlock your funds sooner? If so, here is a strategy that may help you to gradually unlock your LIF on a tax-deferred basis.

https://bit.ly/4gHs7l5

Many Canadian families may be able to reduce their total tax bill by having a higher income spouse allocate certain type...
08/19/2026

Many Canadian families may be able to reduce their total tax bill by having a higher income spouse allocate certain types of retirement income to a spouse who’s taxed at a lower rate. This article summarizes these rules, as well as some of the key opportunities that you and your spouse may want to consider as part of your overall retirement income plan.

https://bit.ly/4cwz1Hn

Are you approaching retirement or have you recently retired? Maximizing your retirement income may be an important aspec...
08/18/2026

Are you approaching retirement or have you recently retired? Maximizing your retirement income may be an important aspect of enjoying and making the most of this new phase of your life.
This article discusses ten common tax-saving retirement strategies.

https://bit.ly/4wysu68

What happens to your employer pension plan when you leave your current employer? Quite often, you have an opportunity to...
08/17/2026

What happens to your employer pension plan when you leave your current employer? Quite often, you have an opportunity to take the pension benefits in the form of a lump-sum payment. In many cases, you can transfer all or part of the lump-sum payment to a locked-in retirement plan on a tax-deferred basis. This article explains the characteristics of various types of locked-in retirement plans and their maturity options.

https://bit.ly/4wIjuvC

08/15/2026

Keeping up to date in a fast pace, evolving world is even more important these days.

08/14/2026

Planning Your Financial Course: Why Strategy Matters in Wealth & Life Goals

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