Orlando Lopez, CFP®, CIM, CIWM

Investment Advisor & Financial Planner

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Achieve financial freedom with professional wealth management


You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Recent Posts

What is the equity selloff saying about the investment outlook?

Jan 25, 2022 | Kelly Bogdanova and Jim Allworth

We regard the pullback as something that should be endured on the way to further market gains instead of portending “something worse.”

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women in a farm field on computer in page

Virtual program helps farmers thrive in the rapidly changing field of agriculture

Jan 20, 2022 | RBC

Canada's agriculture sector is well-positioned to meet the rising demand for food around the world. This new online course aims to help provide Canadian producers fundamental tools to succeed.

Read more
trader looking at market charts on computers

New year, new U.S. recession scorecard indicator

Jan 20, 2022 | Jim Allworth, Investment Strategist

We're adding a seventh recession indicator to our scorecard. What’s new and why is it being added?

Read more

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