Independent Financial Advisors
OUR GOAL
We are committed to providing our clients with the highest quality financial services and broadest range of investment and insurance products available to Canadians. We ensure that clients are well informed on current taxation and business issues that can help them make smart financial decisions.
OUR COMPANY
We are committed to serve clients across British Columbia and
Alberta.
We have established a solid financial network with other professionals
to enhance our services, and ensure that they’re among the best. We will provide an objective review
of your financial affairs from a tax, investment and estate planning
perspective. This “big picture” pulls all the information together for complete
retirement, succession and estate plans.
Jivko Jeliazkov
Jivko specializes in implementing different wealth creation concepts and estate preservation strategies to help clients gain control over their financial affairs, and thereby to achieve their financial goals. Ambition, perseverance and hard work enabled him to realize his goal of a career in economics and finance. He is the President of Beacon Benefits Group and founder of the company.
Jivko is a member in good standing of the following professional organizations and subscribes to their respective codes of ethics and standards of conduct:
·
Canadian Tax Foundation
·
Million Dollar Round Table
MEETING OUR GOAL
Range of Service Commitment-
Beacon Benefits Group searches the marketplace to find the right solutions for their clients, combining their existing investments with a range of tax planning, insurance and investment strategies.
Services Offered:
Personal Financial Planning
Tax Planning
Education Plans
Retirement Planning
Severance Package Counseling
Group Plans
Estate Planning(Family Trusts and Estate Freezes)
Pension Maximization
Portfolio Management
Seminars
Business Succession Planning
Recommendations and advice about the following products:
RRSPs
RRIFs
Term Deposits & GICs
Segregated Funds
Life Insurance
Disability Insurance
Annuities
Most importantly, you
will be able to co-ordinate all of the above in one
comprehensive plan.
comprehensive plan.
Approach...
Jivko Jeliazkov uses the six-step financial planning process. He will:
1. Clarify your present financial situation
2. Identify your goals and objectives
3. Identify financial problems and opportunities
4. Provide written recommendations
5. Co-ordinate the implementation of your plan
6. Provide scheduled reviews and updates
Fees & Compensation
There is no charge for our services to our clients; the investment and insurance companies compensate us for their products.
90%
of our clients come from referrals. If
you send someone to us
we’ll guarantee friendly service and 100% satisfaction.
we’ll guarantee friendly service and 100% satisfaction.
