Services

PROTECT AND GROW WHAT YOU’VE BUILT.

Your professional success is the platform underpinning a comfortable family life. With this in mind, you can expect to be engaged in a transparent and constructive process, where we get excited about your achievements, both professional and personal.

To streamline the process for you, we work collaboratively with all members of your professional services team, like accountants and lawyers. Once we establish your plan, we spearhead its activation as your single point of contact, leaving you more time for your business – and to enjoy life.

Financial strategies for medical professionals

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Financial strategies for dental professionals

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Financial strategies for business owners

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Innovative would be a key word I would use to describe the team at the Peacock Sheridan Group.
Greg Salloum | Business Entrepreneur, 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

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

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

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

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

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