7 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

 

Marco D'Aversa - CPA, CA CHS 
Tax & Estate Planning Consultant

Marco has been a Tax & Estate Planning Consultant with Private Wealth & Estate Services in Toronto since May of 2012. After obtaining his Bachelor of Business Administration from York University in 1992, he obtained his Chartered Accountant designation in 1995. Shortly thereafter Marco completed the Canadian Institute of Chartered Accountants In-depth Tax Program.

Prior to joining Private Wealth & Estate Services, Marco had spent nineteen years as a public accountant with a big four accounting firm in Toronto. His primary area of focus was tax where he provided tax consultation services to small/medium sized private corporations and their shareholders. Marco assisted such clients with business succession planning, estate planning, corporate tax minimization and personal tax minimization.

Marco is a member of the Canadian Institute of Chartered Accountants and the Canadian Tax Foundation.