CLIENT SERVICE ASSOCIATE
Sue is our Client Service Associate. She provides administrative and information management support to our Investment Team, with a focus on maintaining seamless service to our clients from account set-up and processes to transaction requests and appointment bookings.
With over 12 years of experience in the financial service industry, Sue has accumulated a breadth of knowledge from roles as both Financial Advisor and Financial Assistant. She also brings with her an entrepreneurial background, having started and grown two successful local businesses. These specialized skills form the foundation for an excellent client-focused experience, fueled by a passion for helping our clients realize their business, financial planning and lifestyle goals.
Sue moved to the Okanagan in 1990 from farm-town Saskatchewan and has loved living here ever since, thoroughly enjoying the amazing opportunities our area has to offer. When not spending time with her two daughters, Sierra and Emma, and partner, Paul, you can find Sue out for a run in the summer heat or attending local concerts, cultural events and winery tours.
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
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
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
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
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