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.
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.
