2 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

 

Matthew Mitchell - B.Com (Hon.), CHSCHS 
Associate

Matt earned his Baccalaureate with Honours in Commerce with a Major in Finance from the University of Ottawa in 2008. That same year Matt began his career in the financial services industry with Freedom 55 Financial, a division of London Life Insurance Company, before becoming a Associate at Bayshore Financial Group Inc. in 2012. His focus is on providing financial advice to individuals and families, professionals and business owners while creating long-lasting relationships built on trust.

Matt currently holds his Certified Health Insurance Specialist (CHS) designation which is the only designation in Canada denoting specialized knowledge in all areas of living benefits (Disability & Critical Illness Insurance).

Matt is currently pursuing his Certified Financial Planner (CFP) designation.

Matt is also actively involved with the local community in Barrie including the annual Bayshore Financial Group Inc. Charity Golf Tournament. Established in 2009 this tournament raises money to help those in the community who have been affected by cancer.