Whether planned or not, all companies have a culture. So why not create a culture we love?

For more than 25 years we have done things the right way. Our Core Values and Culture Code guide us in continually doing the best we can to make this a great company for our clients, our team, and our community.

Honest Humble Driven


Customer Delight

Our client interactions are inviting and productive. We break stereotypes by having fun along the way.


We respect the confidentiality and sensitivity of our clients and the work we do on their behalf.

Positive Attitude

We bring positive and constructive energy to every situation. We choose to be part of the solution.


We look at each client as a brand new opportunity to apply our collective knowledge to maximize their returns.


We work as a team with our clients and strategic partners to find the best solutions.

Longterm Partnerships

We put solutions and relationships before profits.

Obsessive About Process

We are methodical with each client’s plan.

Peacock Sheridan Group logo

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

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

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

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

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

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

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