Our Process

Your financial planning needs are unique, so we take the time to understand you and YOUR goals. We are always looking for ways to provide you with better value, and process is key.

What can you expect from our in-depth planning process?

1. Discovery:

finding out what success looks like to you by establishing your values, goals, and risk tolerance.

2. Creative Solutions:

designing a customized plan with recommendations that are based on a full understanding of your needs.

3. Strategy Deployment:

helping you implement the solution and move toward your desired results.

4. Results Management:

analyzing data and measuring results against the plan, making adjustments as needed to ensure your objectives are reached.

Beyond providing valuable financial and business development advice, you can expect engaging and productive interactions with us. We take confidentiality seriously and apply our collective knowledge—and connections— to maximize your returns. You become part of a collaborative team that works with strategic partners to find the best solutions for YOU.

Our process follows a simple flow: Discovery, leads to Clarity. When you have Clarity, it leads to Decisions. Decisions lead to Results. And when you get results, it leads to Confidence

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

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

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

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