Client Profiles

The clients of The Peacock Sheridan Group are growth oriented people with successful careers, practices and/or businesses who are looking for innovative and personalized insurance and investment planning solutions.

Key characteristics of our clients:

• they recognize the danger and damage of not sufficiently protecting their greatest assets (family, business, income, property etc)

• they want a plan in place to allow transition of accumulated wealth (capital or private assets) to the next generation, in the most tax effective structure

• they have maximized RRSP and pension contributions and want to supplement retirement income to maintain their desired lifestyle

• they are interested in building a foundation of financial security for their children and grandchildren

• they are business owners whose private corporations generate excess cash flow and they want to maintain access to capital to deal with unforeseen financial emergencies

• they are individuals who want to take advantage of other investments and opportunities

• they are open to new ideas and concepts, and value working with a team of experts – financial, accounting, legal.

Our Types of Clients:

• Incorporated Professionals

• Established Business Owners

• High Net Worth Families

• Professional Athletes