3 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

 

Jonathan Keown - CFP, GBA, CHS 
Associate

Jonathan's core focus is business owners and has learned first hand some of the challenges they face during implementation, growth and sale/transition to the next generation. This experience has enabled him to help clients work through the planning process discovering the importance of proper business planning.

He is driven to help business owners on a corporate and personal level focusing in the areas of employee benefits, retirement and tax and estate planning. His goal is to work with business owners to earn their trust through honest and professional advice and support from his team.

He is a supporter of youth sports in his community, sponsoring local hockey, and soccer teams

Jonathan holds the following designations:

Certified Financial Planner (CFP)
Certified Health Specialist (CHS)

Since 2009, Jonathan, Kevin and Matt have organized and hosted an annual charity golf tournament that recognizes members of their community that have been affected by cancer. Over the years they have helped numerous families and are very proud to continue on with this tradition.