Kelso Beggs Email & Phone Number
Regional Director, Strategic Relationships @ PPI
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Kelso Beggs Location
- London, ON, CA
Kelso Beggs Work
- 2022 -now Regional Director, Strategic Relationships @
- 2013 -2021 COO and Executive Director @ AAM Advisory Pte Ltd
- 2013 -2013 Consultant and Adviser - short-term contract @ The Henley Group (since acquired by St James's Place Wealth Management)
- 2005 -2013 Head of Business and Chief Operations Officer (briefly Head of Operations) @
- 2000 -2005 Compliance and Technical Consultant and Training Consultant @
- 1995 -2000 Personal Banker @
Kelso Beggs Education
- Durham College
Life Licence Qualification Program (LLQP) (Common Law)
- The Institute for Advanced Financial Education
Chartered Life Underwriter (CLU®)
2026 - FP Canada
Certified Financial Planner (CFP) designation held
- UK City and Guilds
Certificate in Teaching Adult Learners (7307)
- Financial Planning Association of Singapore
Certified Financial Planner (CFP)
- FP Canada Institute
Advanced Certificate in 3H Financial Planning
- IFSE Institute
Canadian Investment Funds Course (CIFC)
- Chartered Insurance Institute
Financial Planning Certificate (FP1 (FP2 and FP3) & Award in Financial Planning)
- Singapore College of Insurance
CMFAS M5 (M6A, M8, M8A, M9, M9A and HI exams passed)
Kelso Beggs Skills
- Detailed Knowledge of Financial Services
- Business Development & Sales
- Client Relationship Management
- Portfolio Management & Wealth Creation
- Analytical Thinking and Attention to Detail
- Negotiation
- Ability to Work Under Pressure
- Interpersonal Skills
- Honesty, Consistency, Empathy, Flexibility
- Leadership & Team Management
- Presentation Skills – Group or 1:1
- Teamwork
- Planning & Organisation
- Handling Multiple Tasks Simultaneously
- Coaching and Training
- Verbal & Written Communication
- Relationship Management
- Wealth Management
- Insurance
- Pensions
- Social Skills
- CRM
- Strategic Financial Planning
- Investments
- Finance
- Hedge Funds
- Financial Advisory
- Business Planning
- Management
- Retirement Planning
- Wealth
- Investment Advisory
- Portfolio Management
- Financial Services
- Wealth Management Services
- Mutual Funds
- Retirement
- Savings
- Financial Markets
- Asset Allocation
- Alternative Investments
- Equities
- Bonds
- High Net Worth Individuals
- Financial Planners
- Financial Risk
- Life Insurance
- Estate Planning
- Fixed Income
- Asset Management
- Honesty
- Consistency
- Presentation Skills
- High Net Worth
- PowerPoint
- Planning And Organisation
- Flexibility
- Portfolio Management And Wealth Creation
- Business Development
- Leadership And Team
- Handling Multiple Tasks
- Business Development And Sales
- Client Relationship
- Verbal And Written
- Analytical Thinking
- Strategy
- Presentation Skills Group Or 1
- Leadership And Team Management
- Verbal And Written Communication
- Business Strategy
- Project Management
- Strategic Financial
- Empathy
Kelso Beggs Summary
- Kelso Beggs, based in London, ON, CA, is currently a Regional Director, Strategic Relationships at PPI. Kelso Beggs brings experience from previous roles at AAM Advisory Pte Ltd, The Henley Group (since acquired by St James's Place Wealth Management), International Financial Services (iFS) and Zurich International Life - Isle of Man. Kelso Beggs holds a Life Licence Qualification Program (LLQP) (Common Law) @ Durham College. With a robust skill set that includes Detailed Knowledge of Financial Services, Business Development & Sales, Client Relationship Management, Portfolio Management & Wealth Creation, Analytical Thinking and Attention to Detail and more. Kelso Beggs has 3 emails and 1 mobile phone numbers on RocketReach.
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