Orlando Lopez, Investment Advisor of RBC Dominion Securities Inc.

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

11/01/2026

Retiring Somewhere Warm

Many Canadian families may be able to reduce their total tax bill by having a higher income spouse allocate certain type...
10/31/2026

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/3WYyU2j

10/30/2026

Defense Wins Championships

Are you approaching retirement or have you recently retired? Maximizing your retirement income may be an important aspec...
10/29/2026

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/3UV2Go7

10/28/2026

The Cue I Brought From Jamaica

What happens to your employer pension plan when you leave your current employer? Quite often, you have an opportunity to...
10/27/2026

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/3TWK2Mk

10/26/2026

Reading the Table

If you don’t have an up-to-date Will, which of these common reasons do you relate to? “I don’t know where to start.”“I d...
10/25/2026

If you don’t have an up-to-date Will, which of these common reasons do you relate to?

“I don’t know where to start.”
“I don’t have the time.”
“It’s too much effort.”

If any of these apply, contact me. After all, your Will might just be the most important legacy you leave. Why wait?

10/24/2026

The Why Behind the Wealth

Are you or someone you know approaching age 71 and needing to switch all there RSPs to RIFs. There are some points to co...
10/23/2026

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/3Ue6XCD

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2175 Queen Street Suite 2
Toronto, ON
M4E1E5

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