6 Bayshore Financial Group Inc. Team Members

Bayshore Financial Group Inc. came together because we all share a common goal. That goal today may seem old fashion but it is the core of what we believe, to work with clients every day to earn their trust and develop long-term relationships.Through an extensive team of experts available to us through our association with London Life, we are able to offer a vast array of insurance, investment and employee benefit solutions. Bayshore Financial Group Inc. is committed every day to serve our growing clientele supported by a team approach with a depth of knowledge and experience. Kevin, Jonathan and Matthew share the common philosophy that is and will always be the cornerstone of Bayshore Financial. "Earning trusted relationships" one person and one family at a time.

Team Members of Bayshore Financial Group

Our Team

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Kevin Barks

Principal
kevin@bayshorefinancialgroup.com

Jonathan Keown

Associate
jonathan@bayshorefinancialgroup.com

Matthew Mitchell

Associate
matt@bayshorefinancialgroup.com

Strategic Partners

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J.P Beaudoin

Senior Investment Consultant

Kelvin Wong

Private Wealth Counsellor

Marco D'Aversa

Tax & Estate Planning Consultant

 

Kelvin Wong - CFACHS 
Private Wealth Counsellor

Kelvin joined Private Wealth and Estate services in 2012. Prior to joining the Private Wealth Estate Services, Kelvin held a variety of increasingly responsible positions in the investment industry since 2003. He has worked as an Account Manager and a Financial Planner for Schedule A banks.

Most recently Kelvin has worked as a Regional Sales Director for a large private Investment/Insurance firm. In 2006, Kelvin obtained the Chartered Financial Analyst, CFA, designation which is widely recognized as the top international financial analyst designation. As a Private Wealth Counsellor with Private Wealth and Estate Services, Kelvin provides assistance by delivering value-added services to a select group of affluent and corporate clients.