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