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.
