ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

The Money Builders Unveils Wealth Enhancement System to Combat Retirement Wealth Erosion

The Money Builders, a Canadian wealth strategy firm, has launched a system designed to counter the three most common forces that reduce retirement wealth: taxation, unnecessary interest expenses, and market volatility. With over 70 years of combined experience, the firm is focusing its approach on high-net-worth individuals and families with an eye toward intergenerational wealth transfer.

The firm’s proprietary Wealth Enhancement System aims to eliminate unnecessary tax burdens, reduce excessive interest payments to financial institutions, and avoid unmitigated exposure to volatile market performance. Since 2022, the firm reports recovering over $50 million in total value for clients affected by these common but often overlooked financial inefficiencies.

“Our goal is to give clients peace of mind, enable an easy transfer of inheritance, and provide freedom in retirement,” said Laurie Varcoe, founder of The Money Builders. “The reality is that if what you thought to be true about your financial position turned out not to be true, you’d want to know sooner rather than later.”


Laurie Varcoe

The Money Builders frame these impacts as the result of three major “Wealth Stealers”: the Canada Revenue Agency (CRA), financial institutions through excess  interest charges, and capital markets via unmanaged risks. The firm offers a systemized approach to identifying, recovering, and protecting against these threats through personalized planning that moves beyond typical high-fee investment strategies.

The approach is tailored to those looking for strategies that emphasize the preservation and controlled distribution of wealth, especially when transitioning between generations. This differentiates The Money Builders from traditional advisors whose focus more heavily on product sales over structural financial planning.

The Money Builders is a member of the Better Business Bureau and maintains a focus on long-term client relationships, education, and strategic outcomes. The firm operates across Canada and works directly with clients on reviewing and correcting financial inefficiencies that can undermine post-retirement stability.

About The Money Builders  
The Money Builders is a Canadian wealth strategy firm founded in 2012, specializing in advanced retirement planning and estate coordination for high-net-worth individuals and families. The firm combines over 70 years of experience in financial guidance with a mission to preserve and transfer wealth across generations.

Contact  
Laurie Varcoe  
laurie@laurievarcoe.ca  
www.themoneybuilders.ca
 

Media Contact

Organization: The Money Builders

Contact Person: Laurie Varcoe

Website: https://www.themoneybuilders.ca

Email: Send Email

City: Toronto

State: Alberta

Country:Canada

Release id:31303

View source version on King Newswire:
The Money Builders Unveils Wealth Enhancement System to Combat Retirement Wealth Erosion

It is provided by a third-party content provider. King Newswire makes no warranties or representations in connection with it. King Newswire is a press release distribution agency and does not endorse or verify the claims made in this release.

file

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.