WEALTH MANAGEMENT

Peacock Sheridan Group Joins Newport Private Wealth

Peacock Sheridan Group has joined Newport Private Wealth, bringing together two like-minded firms that share a deep commitment to client success, thoughtful advice, and long-term relationships. United by common values and a client-first philosophy, this partnership allows us to expand the resources, expertise, and capabilities available to the families we serve.

Together, Newport and PSG combine the strengths of both firms, enhancing our ability to deliver comprehensive wealth planning, sophisticated investment management, and an exceptional client experience.

About Newport Private Wealth

Newport Private Wealth is a highly respected Canadian wealth management firm known for its relationship-driven approach. Newport works closely with successful individuals and families to deliver comprehensive financial solutions tailored to each client’s unique goals and circumstances. At its core, Newport believes that wealth management is about more than investments—it’s about helping families navigate life’s complexities with confidence.

Built from a client’s perspective, Newport takes an integrated approach to wealth management—bringing together investment management, estate and retirement planning, tax strategies, and philanthropic advisory. Guided by a genuine care for clients’ well-being, Newport helps clients organize, protect, and optimize their wealth.

Headquartered in Toronto, with offices in, Kelowna, Calgary, Waterloo, and Kingston, Newport serves clients across Canada with a strong local presence and national expertise.

For more information, visit the Newport Private Wealth website.

Newport Wealth

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

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

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

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

Peacock Sheridan Group

314 – 1290 St. Paul Street   Kelowna, BC   V1Y 2C9
p: 250.869.1451   tfn: 1.866.311.1154    Contact Us

© 2026 PSG Financial Inc. All rights reserved. PSG Financial Inc., operating under the business name Peacock Sheridan Group, and its affiliate, Newport Private Wealth Inc., operating under the trademark and business name Newport Private Wealth, are subsidiaries of Wealthspire, LP.    Privacy // Terms