9 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

Sherri Chisholm

Administration Manager
sherri@bayshorefinancialgroup.com

Strategic Partners

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Michael O'Connor

Private Wealth Counsellor

 

Marco D'Aversa

Tax & Estate Planning Consultant

 

Michael O'Connor - CFA 
Private Wealth Counsellor

Michael is an experienced financial leader with more than 25 years of professional investment experience. He has the unique experience of having worked with both institutional (pension, endowment and foundation funds) and high net worth investors. His background includes corporate finance, consulting, investment management and advising roles.

Michael joined Great-West Life in 2013 as a Private Wealth Counsellor, bringing his extensive experience in the financial planning industry to the organization's clients and advisors. In this capacity, he provides assistance Bayshore Financial Group in delivering value-added knowledge and service to a select group of clients.

Michael has completed a Certified Management Accountant (CMA) and Chartered Financial Analyst (CFA) designation. He has also completed the Canadian Securities, Investment Funds in Canada, Conducts and Practices, Canadian Insurance and Wealth Management Essentials courses.