We have extensive experience in working with business owners, professionals and high net worth families, as we devote the majority of our expertise and resources to the unique needs of these groups. As a result, we have built a growing reputation for delivering high-level individualized planning strategies for our clients. This value based commitment, has made us one of the most trusted and respected planning firms in the Okanagan Valley.
Experienced Professionals. Innovative Strategies.
Founded by Brent Peacock and Grant Sheridan, The Peacock Sheridan Group is an independent financial planning firm that specializes in Insurance, Investment, and Business Succession Planning. From our office in Kelowna, we assist business owners and like-minded professionals throughout B.C. and Alberta in developing creative strategies that address our client’s current planning issues and requirements, while remembering to provide the flexibility to adapt as circumstances change.
Using our MAPP approach, we help our client's to clarify and crystallize their financial objectives, as well as their life and family goals. With this high level of understanding, we are better positioned to identify and recommend the resources and solutions, which ultimately matter most. One of the keys to our process is the comprehensive network of independent resources (both financial and otherwise) that we have created
Through our network of experts, we ensure our clients are receiving unparalleled advice in achieving their goals. We are highly creative in researching both traditional and alternative resources to find the best solutions, and we encourage input from our client’s existing and trusted advisors, before finalizing any particular strategy.