Heather is a Certified Financial Planner with Peacock Sheridan Group, and has been in the financial services industry since 2011.
Heather works with incorporated professionals, Physicians, business owners, and family businesses to create comprehensive financial plans focusing on wealth management, risk management and tax and succession planning to allow her clients to focus on what they do best, run their companies.
Heather was a successful business owner for 20 years prior to joining the financial services industry. After selling that business, Heather returned to school to obtain her Bachelor of Administrative and Accounting Certificate Program from Okanagan College. In 2011, Heather turned her focus to work exclusively with physicians and their families to help them manage their unique financial situations. In 2016 she obtained her Certified Financial Planner (CFP) designation. Heather has a wealth of business and financial planning experience with a passion for helping others achieve their financial goals; she takes pride in working closely with our clients to ensure them peace of mind.
Outside of the office, Heather loves to enjoy the Okanagan lifestyle! You can find her either enjoying one of the great hiking trails or on the lake sailing, kayaking, or paddle boarding while enjoying time with family and friends.
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
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
Innovative would be a key word I would use to describe the team at the Peacock Sheridan Group.
Greg Salloum | Business Entrepreneur, 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
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