Rory Burke CFA

Rory Burke CFA Rory Burke & Liberty International Investments offer discretionary investment management services through segregated accounts to high net worth clients.

We are based all across Canada and Rory serves clients in the provinces of British Columbia & Ontario. Rory Burke CFA & Liberty Investment International offers discretionary investment management services through segregated accounts to high net worth clients. We are based in Canada and serve clients in the provinces of British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswi

ck, Nova Scotia and Newfoundland & Labrador. One of the most important considerations when choosing an Investment Counsellor is making sure their investment philosophy and values match with yours. At Liberty International we’re focused on helping our clients secure their financial future. We trust in time-tested methods and solid investment strategies that are customized to the needs and goals of our clients. If you need help, feel free to reach out at [email protected] or send me a direct message here.

Have you considred 'Annuity' as part of your financial strategy? ►You may want to look into that.Question: What isFixed ...
03/01/2026

Have you considred 'Annuity' as part of your financial strategy? ►You may want to look into that.

Question: What isFixed Index Annuity?

✓ A Fixed Index Annuity is a versatile retirement tool offering the potential for market-linked returns while ensuring principal protection.

✓ By combining elements of market participation with dow👇nside protection, individuals can benefit from market gains without the risk of losing their initial investment.

✓ This annuity provides a balance between growth potential and financial security, making it an attractive option for retirement planning.

Explore how a Fixed Index Annuity can enhance your financial strategy and help you achieve your long-term retirement goals with confidence and peace of mind.

This is my area of focus and I can help you to see if fixed index annuity is the right solution for you or not. Just reach out to me here​
If you want to learn more about this contact me at :​
https://www.libertyiim.com/​

The Canada Pension Plan (CPP) is a critical part of retirement planning, yet it often leaves people with questions. Here...
02/28/2026

The Canada Pension Plan (CPP) is a critical part of retirement planning, yet it often leaves people with questions. Here are the most common ones we hear:

1. When can I start receiving benefits?
2. How much will I receive monthly?
3. Is CPP income taxable?
4. Should I take benefits early or delay them for higher payouts?
5. What happens to my CPP if I keep working past 65?
6. Are there survivor benefits?
7. Can my children qualify for CPP benefits?
8. How are contributions calculated?
9. What happens if I lived or worked outside Canada?
10. How can I maximize my CPP benefits?

Understanding CPP is key to a well-rounded retirement plan. Consulting a financial advisor can help tailor these answers to your goals.​

02/28/2026

Unveiling the Roadmap to Retirement Success: Adapting Your Plan to Life's Changes

Navigating a significant life shift? Discover how to keep your retirement plan aligned!

✓ Adjust to life milestones like marriage, parenthood, or career transitions by reevaluating your strategy.

✓ Refine your objectives, modify contributions, and reassess your risk tolerance to safeguard financial stability.

► Seize command of your retirement journey now!
► Don’t allow life's twists to derail your plans; proactively adapt to ensure continued progress.

✓ Let’s explore effective methods to update your retirement strategy post-major life events.​
If you want to learn more about this topic then you can download this FREE guide :​
https://roryburke.pages.fintello.com/retirementguidedownload?post_id=MjA5NTUy​

Are You Prepared for the Hidden Challenges of Retirement? 🕒💼Retirement isn’t just about saving money—it’s about sustaini...
02/28/2026

Are You Prepared for the Hidden Challenges of Retirement? 🕒💼

Retirement isn’t just about saving money—it’s about sustaining it. In today’s world, living a long and fulfilling retirement means navigating challenges that many overlook. Are you ready to face them?

Here are the 5 BIGGEST challenges retirees face (and how to tackle them):

🔴 Longevity Risk: With people living longer, there’s a real possibility of outliving your savings. Plan for 20+ years of income after retirement.
🔴 Market Volatility: Fluctuating markets can eat into your savings, especially during downturns. Strategies like diversified portfolios and guaranteed income sources can protect your retirement.
🔴 Inflation: Your money today won’t buy the same tomorrow. Including inflation-beating investments is critical to maintaining your purchasing power.
🔴 Taxes: Not all your retirement income is tax-free. Understand how withdrawals from different accounts affect your after-tax income.
🔴 Legacy Goals: Whether it’s leaving a gift for your family or contributing to a cause, proper planning ensures your wishes are honored.

What can you do now?

✔️ Implement the 4% rule for sustainable withdrawals.
✔️ Explore options like annuities for guaranteed income.
✔️ Consider long-term care insurance to cover healthcare costs.
✔️ Work with a financial advisor to craft a personalized strategy.

💡 Retirement isn’t a one-size-fits-all journey. It’s a dynamic plan that evolves as you do. The key is to start preparing today.

👉 Ready to secure your financial future? Let’s build a roadmap together.

💬 What’s your biggest concern about retirement? Drop your thoughts below! ⬇️

Some fun with 'retirement' 👇 (do you agree?)“The trouble with retirement is that you never get a day off.”​If you want t...
02/27/2026

Some fun with 'retirement' 👇 (do you agree?)

“The trouble with retirement is that you never get a day off.”​
If you want to learn more about this contact me at :​
6722725023​

Are you prepared for the risks in retirement?Retirement comes with unique risks that can impact your financial future. F...
02/27/2026

Are you prepared for the risks in retirement?

Retirement comes with unique risks that can impact your financial future. From market volatility to inflation, understanding and preparing for these risks is key to ensuring your retirement savings last.

Key Risks to Consider:

⏩ Longevity risk: Outliving your savings.

⏩ Market risk: Market fluctuations affecting your portfolio.

⏩ Inflation risk: Erosion of purchasing power over time.

⏩ Health care costs: Rising medical expenses as you age.

Plan ahead to mitigate these risks and secure your financial future.​

Ready to map out your retirement journey? Dive into the essential steps to create a comprehensive retirement plan!✓ Asse...
02/27/2026

Ready to map out your retirement journey? Dive into the essential steps to create a comprehensive retirement plan!

✓ Assess your current financial situation and define your retirement goals; clarity is the cornerstone of effective planning.

✓ Develop a savings strategy tailored to your aspirations, taking into account factors like income, expenses, and investment options.

► Explore various retirement vehicles, from employer-sponsored plans to individual retirement accounts, to optimize your savings potential.

✓ Mitigate risks and safeguard your retirement funds with strategic asset allocation and diversification strategies.

► Seeking professional guidance from a retirement planner can streamline the planning process and offer valuable insights tailored to your needs.

✓ Ready to take the leap towards a secure retirement? Let's collaborate and craft a personalized plan to turn your retirement dreams into reality!​
Schedule your free strategy session :​
https://roryburke.pages.fintello.com/30min?post_id=MjA5NTQ4​

Retirement Planning: Building a Solid Financial Foundation for Your FutureReady to secure your future? Let's talk retire...
02/26/2026

Retirement Planning: Building a Solid Financial Foundation for Your Future

Ready to secure your future? Let's talk retirement planning!

✓ Building a solid financial foundation today ensures a worry-free tomorrow.

✓ Whether you're just starting or nearing retirement age, it's never too late to start planning.

► Let's explore strategies tailored to your goals and lifestyle.

✓ Don't wait until it's too late! Invest in your future today and enjoy the retirement you deserve.​

What Does Your Ideal Retirement Lifestyle Look Like? 🌟Retirement isn’t just the end of work—it’s the start of a new adve...
02/26/2026

What Does Your Ideal Retirement Lifestyle Look Like? 🌟

Retirement isn’t just the end of work—it’s the start of a new adventure! But how you spend these golden years depends on thoughtful planning. Here’s how you can create a fulfilling retirement lifestyle:

🔹 Stay Active: Physical and mental activity is key to longevity and happiness.

🔹 Pursue Passions: Dive into hobbies, travel, or volunteer work you’ve always dreamed of.

🔹 Social Connection: Maintain relationships and build a strong support network.

🔹 Financial Stability: A solid retirement plan ensures you enjoy this phase stress-free.

🔹 Plan Living Arrangements: Decide between downsizing, relocating, or aging in place.

💡 A fulfilling retirement doesn’t just happen—it’s designed. Start planning now to enjoy your best years!​

How does Universal Life Insurance (UL) policy work? - a question I got today and I wanted to share some basic informatio...
02/25/2026

How does Universal Life Insurance (UL) policy work? - a question I got today and I wanted to share some basic information on this.

Universal Life Insurance (UL) is a type of permanent life insurance that offers flexibility and combines two key components: a death benefit and a savings element (cash value). Here’s an in-depth look at how it works:

Here are the Key Components:

1. Death Benefit: The amount paid to the beneficiaries upon the insured's death. The policyholder can often choose the amount of the death benefit and can sometimes adjust it over time.

2.Cash Value: A savings component that grows tax-deferred over time and earns interest. The growth rate may be based on a fixed interest rate, an index (e.g., the S&P 500 in the case of Index Universal Life - IUL), or other factors.

t’s a flexible option that combines a death benefit with a savings component, growing your cash value tax-deferred.

Ideal for those seeking both protection and savings with flexibility. Want to learn more? Contact us for detailed insights!​
If you want to learn more about this topic then you can download this FREE guide :​
https://roryburke.pages.fintello.com/retirementoptin?post_id=MjA5NTQ0​

02/25/2026

How long will it take to double your money?

The Rule of 72 is a simple formula that helps estimate how long it will take for your investment to double. By dividing 72 by your expected annual rate of return, you can gauge the time it takes for compounding to work in your favor.

Key Insights:

⏺ Rule of 72: Divide 72 by your expected return to estimate doubling time.

⏺ Inflation: Remember to account for inflation, which affects real returns.

⏺ Consistent Growth: Focus on consistent, long-term investment strategies.

Plan smart and invest wisely to make your money grow over time.​

Safeguarding Your Sanctuary: The Importance of Home Insurance for Peace of MindSeeking to protect your most valuable ass...
02/25/2026

Safeguarding Your Sanctuary: The Importance of Home Insurance for Peace of Mind

Seeking to protect your most valuable asset? Explore the significance of home insurance in preserving both your property and peace of mind!

✓ Assess the risks to your home, from natural disasters to unforeseen accidents, and secure comprehensive coverage to mitigate potential losses.

✓ Ensure financial security by selecting a policy that suits your needs, offering protection against damages, liability, and even temporary living expenses.

► Delve into the diverse coverage options available, including dwelling coverage, personal property protection, and liability insurance.

✓ Embrace the reassurance that comes with knowing your home is safeguarded against the unexpected, allowing you to focus on creating cherished memories.

► Collaborating with an insurance advisor can provide invaluable insights and guidance to navigate the complexities of home insurance, ensuring you find the right coverage for your unique circumstances.

✓ Ready to fortify your home and your peace of mind? Let's connect and explore the best home insurance options to protect what matters most!​
If you want to learn more about this contact me at :​
https://www.libertyiim.com/​

Address

130 Queens Quay E #709
Toronto, ON
M5A4J9

Telephone

+16722725023

Website

Alerts

Be the first to know and let us send you an email when Rory Burke CFA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Rory Burke CFA:

Shortcuts

Share

Category