Ken Moore Beng (Mech), Mba, Cfp, Rrc
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Ken Moore Beng (Mech), Mba, Cfp, Rrc Email & Phone Number

Executive Financial Consultant at IG Wealth Management
Location: Mississauga, Ontario, Canada 13 work roles 4 schools
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Current company
Role
Executive Financial Consultant
Location
Mississauga, Ontario, Canada
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Ken Moore Beng (Mech), Mba, Cfp, Rrc is listed as Executive Financial Consultant at IG Wealth Management, a company with 270 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Ken Moore Beng (Mech), Mba, Cfp, Rrc.

Ken Moore Beng (Mech), Mba, Cfp, Rrc previously worked as Division Director at Ig Wealth Management and Greater Toronto District Manager at International Association Of U.S. Government Contractors. Ken Moore Beng (Mech), Mba, Cfp, Rrc holds Master Of Business Administration (M.B.A.), Business Administration, Management And Operations from Queen'S University.

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IG Wealth Management

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Profile bio

About Ken Moore Beng (Mech), Mba, Cfp, Rrc

As an Executive Financial Consultant with IG Wealth Management, I have 13 years of experience in providing comprehensive and customized financial planning solutions for personal & corporate clients across Canada. I am licensed in Ontario, British Columbia, Alberta, Quebec, and Nova Scotia, and hold the Certified Financial Planner (CFP®) and Registered Retirement Consultant (RRC®) designations.My mission is to help working or retired business owners, incorporated professionals, and executives maximize tax-efficient wealth accumulation and prepare for inter-generational wealth transfer. I work in partnership with clients to review the impact of their financial options and create tailored, living financial plans that align with their goals and values. I also leverage the expertise of industry specialists and the resources of Investors Group Securities Inc., a leading IIROC-registered brokerage firm.

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Ken Moore Beng (Mech), Mba, Cfp, Rrc's current company

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IG Wealth Management
Ig Wealth Management
Executive Financial Consultant
Mississauga, ON, CA
Employees
270
AeroLeads page
13 roles

Ken Moore Beng (Mech), Mba, Cfp, Rrc work experience

A career timeline built from the work history available for this profile.

Executive Financial Consultant

Current

Mississauga, Ontario, Canada

Investors Group Securities Inc. Within his incorporated Private Client practice, Ken is the primary contact for corporate clients, offering a sophisticated approach to wealth building and wealth protection tailored to fit corporate needs. He is licensed in Ontario, British Columbia, Alberta, Quebec, and Nova Scotia.

Dec 2021 - Present

Division Director

Ontario, British Columbia & Alberta

Investors Group Securities Inc. I advise working or retired business owners, incorporated professionals, and successful executives on maximizing tax-efficient wealth accumulation and preparing for inter-generational wealth transfer. This allows clients to reach the decision point on retirement sooner, knowing that their family's financial future is.

Oct 2011 - Dec 2021

Greater Toronto District Manager

Toronto, Canada Area

Hiring, training, and leading a team of Federal Event Specialists to develop business for the Association in the Greater Toronto Area. Development of relationships with heads of local Chambers of Commerce and Boards of Trade. Organize Seminars and make presentations to business owners about contracting with the US Federal Government, with the goal of.

Nov 2010 - Oct 2011

Senior Business Analyst

Abs-Canada

North America

Working directly with the owners of small, closely-held companies across diverse industry sectors to evaluate the efficiency and potential of the firm. The results of these analyses include direct, key recommendations for improvements in a multitude of issues including organizational structure and controls, productivity, sales growth, profitability, and.

Jun 2010 - Oct 2010

President

Godfrey-Moore Consulting

Greater Toronto Area, Canada

Looking to work with small technology-based companies that need management or board-level help with Corporate Development, Finance, Sales & Marketing, and/or Production & Operations.

Dec 2007 - Jul 2010

Vp, Institutional Sales

Versant Partners Inc.

Toronto, Ontario, Canada

Initiated, developed, and grew institutional client relationships to increase agency and deal revenues. Initial focus on Toronto-based accounts; part of the team that developed and launched US coverage strategy, coverage expanded to include opening of California-based accounts.Appointed Securities Principal for US – Aug 06. Appointed Toronto Branch Manager.

Jun 2005 - Nov 2007

Vp, Investment Banking

Toronto, Ontario, Canada

Led foray into technology, biotechnology, and industrial products sectors, responsible for deal origination, execution, and closing. Worked with heads of investment banking and research on selection, hiring, and training of team, while rolling out coverage strategy.

Feb 2003 - Apr 2005

Vp, Investment Banking

Toronto, Canada Area

Responsible for deal origination, execution, and closing. Led deal teams of Analysts and Associates through all aspects of private, IPO, and public-company financings. Supported M&A team on technology transactions. Contributed to making Technology Group the second-largest revenue generator in Investment Banking in FY 2001.

May 2000 - Oct 2002

Vp, Investment Banking

Yorkton Securities

Toronto, Canada Area

Responsible for preparation of business intelligence from multiple public and proprietary databases for marketing and execution of investment banking services. Expanded role to include day-to-day execution of technology investment banking mandates including multiple private and public equity financings and M&A transactions, reporting directly to the.

May 1999 - May 2000

Manager

Toronto, Ontario, Canada

Head of Production and Analysis – Responsible for the production of business intelligence reports for the global financial community, including Canadian Institutional Equity, Institutional Fixed Income, and International Equity. Hired, trained, and led teams responsible for production. Appointed Director of Field Administration and Client Services - Dec.

Feb 1997 - Apr 1999

Captain - Project Director

Ottawa, Canada Area

Project Director/Team Leader with program responsibility in excess of $500 million. Secured Departmental and Treasury Board approval for new projects in excess of $200 million. Wrote FY 95/96 business plan for Air Force Transport, Search and Rescue aircraft projects. Awarded Canadian Forces Decoration - May 1995; recommended for accelerated promotion to.

Jul 1993 - Feb 1997

Captain - Navigator And Instructor

Global

Trained Basic Navigation School graduates for operational flight duties at 8 Wing (Trenton, ON). Squadron Electronic Warfare Officer and instructor. Promoted to Captain - May 1990; awarded Gulf and Kuwait Medal with Bar - Aug 1991; received Commendation for UN Operation Preserve - Aug 1991.

Dec 1988 - Jul 1992
Team & coworkers

Colleagues at IG Wealth Management

Other employees you can reach at investorsgroup.com. View company contacts for 270 employees →

4 education records

Ken Moore Beng (Mech), Mba, Cfp, Rrc education

Master Of Business Administration (M.B.A.), Business Administration, Management And Operations

Engineering

Royal Roads Military College

Activities and Societies: Varsity Fencing, Karate

Education record

Schs
FAQ

Frequently asked questions about Ken Moore Beng (Mech), Mba, Cfp, Rrc

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What company does Ken Moore Beng (Mech), Mba, Cfp, Rrc work for?

Ken Moore Beng (Mech), Mba, Cfp, Rrc works for IG Wealth Management.

What is Ken Moore Beng (Mech), Mba, Cfp, Rrc's role at IG Wealth Management?

Ken Moore Beng (Mech), Mba, Cfp, Rrc is listed as Executive Financial Consultant at IG Wealth Management.

Where is Ken Moore Beng (Mech), Mba, Cfp, Rrc based?

Ken Moore Beng (Mech), Mba, Cfp, Rrc is based in Mississauga, Ontario, Canada while working with IG Wealth Management.

What companies has Ken Moore Beng (Mech), Mba, Cfp, Rrc worked for?

Ken Moore Beng (Mech), Mba, Cfp, Rrc has worked for Ig Wealth Management, International Association Of U.S. Government Contractors, Abs-Canada, Godfrey-Moore Consulting, and Versant Partners Inc..

Who are Ken Moore Beng (Mech), Mba, Cfp, Rrc's colleagues at IG Wealth Management?

Ken Moore Beng (Mech), Mba, Cfp, Rrc's colleagues at IG Wealth Management include Jacinthe Mallais, Robert Middelkoop, Elaine Jose, and B Ng.

How can I contact Ken Moore Beng (Mech), Mba, Cfp, Rrc?

You can use AeroLeads to view verified contact signals for Ken Moore Beng (Mech), Mba, Cfp, Rrc at IG Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Ken Moore Beng (Mech), Mba, Cfp, Rrc attend?

Ken Moore Beng (Mech), Mba, Cfp, Rrc holds Master Of Business Administration (M.B.A.), Business Administration, Management And Operations from Queen'S University.

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