MATT BRADY

FINANCIAL PLANNER & INSURANCE ADVISOR

Matt is a Certified Financial Planner and Insurance Advisor with Peacock Sheridan Group, and has been in the financial services industry for over 20 years.

Before joining Peacock Sheridan Group, Matt founded his own strategic family planning firm, where he worked closely with families and business owners to align their financial decisions with what mattered most.

Matt specializes in estate planning, insurance-based tax strategies, and holistic risk management. He spent many years in Hong Kong working in the bond markets building trusted relationships across the financial industry. He holds the Chartered Life Underwriter (CLU) designation, an MBA from the Ivey Business School where he graduated as an Ivey Scholar and is a Certified Financial Planner (CFP®).

Matt is especially passionate about coordinating efforts among a family’s key professionals—such as accountants, lawyers, and other specialists—to ensure every aspect of their financial life works together seamlessly. Matt approaches family planning with a lens that is practical, solutions-oriented, and helping clients navigate complex financial decisions with clarity and confidence.

An active member of his community, Matt is a proud member of the BC Cancer Foundation’s Trusted Advisor Circle. His wife’s experience as a cancer survivor has further shaped his commitment to helping families plan with care and resilience. He also works closely with clients to incorporate charitable giving into their long-term financial goals.

Outside of the office, Matt embraces the Okanagan lifestyle with his wife and three children. Favourite activities include skiing, hiking, biking and enjoying time on the lake.

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

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

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

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

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

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