BRIAN MCGUIRE

PARTNER

Brian is a Certified Financial Planner with Peacock Sheridan Group, and has been in the financial services industry since 2009. Brian works with incorporated professionals, business owners, and family businesses to create comprehensive financial plans focusing on wealth management, risk management and tax and succession planning to allow his clients to focus on what they do best, run their companies.

Brian graduated from the University of British Columbia Okanagan in 2009 with a Bachelor of Arts majoring in Psychology and minoring in English and obtained his Certified Financial Planner designation in 2014. After graduation, he worked in banking for two years before joining a prominent financial planning firm in Vancouver working as a financial advisor until deciding to move back to the Okanagan in 2018. Brian has a wealth of financial planning experience and passion for helping others achieve their financial goals.

Outside of the office, Brian was drawn back to the Okanagan by his family and his love of all that this community has to offer. He keeps active playing golf, hockey, skiing at Big White and spending time at the lake with his family.

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

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

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

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 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