Protect and Grow what You've Built

BUSINESS OWNERS

FINANCIAL STRATEGIES FOR

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MEDICAL PROFESSIONALS

FINANCIAL STRATEGIES FOR

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DENTAL PROFESSIONALS

FINANCIAL STRATEGIES FOR

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BUSINESS OWNERS

Your estate and your business are inherently connected. To minimize risk and ensure financial security, Peacock Sheridan’s financial advisors can uncover the perfect financial plan that works for your business and your estate.

DENTAL PROFESSIONALS

With Peacock Sheridan’s unique specialization in financial planning for dentists, you can minimize the risk and maximize control of your growing practice with confidence.

MEDICAL PROFESSIONALS

Peacock Sheridan has in-depth knowledge in what medical professionals struggle with and ways to achieve financial success. Our unique financial advice for medical professionals will enable you to minimize your taxes, reduce fees, and earn better returns on your investments.

HELPING YOU PROTECT AND GROW WHAT YOU’VE BUILT.

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.

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.

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.

LEARN ABOUT PSG IN LESS THAN 3 MINS.

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

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

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

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

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

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

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

Innovative would be a key word I would use to describe the team at the Peacock Sheridan Group.
Greg Salloum | Business Entrepreneur, Kelowna, BC

GRANT SHERIDAN

CO-FOUNDER OF PEACOCK SHERIDAN GROUP

October 6, 1971 to July 28, 2019

We will proudly continue his legacy of caring for clients and our community.

Grant Sheridan

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

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

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

Innovative would be a key word I would use to describe the team at the Peacock Sheridan Group.
Greg Salloum | Business Entrepreneur, Kelowna, BC

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

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