Financial Planners Kelowna | Peacock Sheridan Group

MEDICAL & DENTAL

FINANCIAL STRATEGIES FOR

PROFESSIONALS

Customized plans enabling you to better manage both your business, your personal finances, and identify potential issue before they arise.

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BUSINESS OWNERS

FINANCIAL STRATEGIES FOR

Comprehensive financial strategies for business owners that benefit both short-term and long-term financial goals.

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The Peacock Sheridan Group is an independent financial planning firm located in Kelowna, British Columbia specializing in retirement planning, integrated tax & estate planning, insurance & investment strategies, debt reduction, and cash flow management. Our passionate financial advisors work with medical professionals, dental professionals and high net worth business owners throughout B.C. and Alberta to develop personalized and dynamic financial strategies.

PEACOCK SHERIDAN STRATEGIC TEAM

We are a team of driven wealth advisors who understand that the best financial plans extend way beyond spreadsheets and graphs. The plan we create for our clients reflects every aspect of their lives and explores areas that data simply can’t measure. We translate big picture objectives into dynamic financial strategies that deliver measurable ROI.

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OUR PLANNING PROCESS

Our planning process follows a comprehensive 4-stage approach that delivers value-based solutions. We begin above the planning horizon to explore, clarify and understand your vision, values and goals. Put simply, we need to think about what you want and why, before we can design a plan to make those goals a reality.

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The team at Peacock Sheridan Group has provided my business partners and myself with a wide range of financial advice for a number of years. We find them professional and reliable, with a real knack for explaining complex financial scenarios and alternatives.
Doug Patterson | TKS Apothecary Ltd, Kelowna, BC

I am very pleased with the business relationship I share with the Peacock Sheridan Group. The solutions they have designed for my family are key to our long-term financial security.
Rick Wright | Owner of Valley Mitsubishi, Kelowna, BC

Brent Peacock and Grant Sheridan have been two of my most trusted advisors for over 15 years in the areas of insurance planning and wealth accumulation.
Dr. Richard Bell | Okanagan Oral & Maxillofacial Surgery Associates, Kelowna & Vernon

Since the team at the Peacock Sheridan Group takes the time to understand my situation and what my ultimate goals are, they are able to share only the specific solutions I need to explore.
Dr. Don MacRae | Peachland Dental Clinic, Peachland, BC

Having worked with Peacock Sheridan Group in both personal and professional capacities, I am confident in referring their services to my colleagues and business partners.
Sean T Pihl | Pihl Law Corporation, Kelowna, BC

Upon recommendation from a friend, we contacted Peacock Sheridan Group to discuss their strategies, our goals and what a move might look like. From our initial meeting, we could feel the difference their team made, looking at all areas of our financial health, to ensure all aspects were complimenting one another.
Kevin & Joanne Imthorn | Sawchuck Developments, Kelowna, BC

Peacock Sheridan took the time to get to know me and my needs and as a result they have become a trusted relationship that I look to for their guidance and expertise.
Dr. Darren Buschel | Springfield Dental Centre, Kelowna, BC

Innovative would be a key word I would use to describe the team at the Peacock Sheridan Group.
Greg Salloum | Owner of the Best Western Hotel, Kelowna, BC