SUCCESS STORIES

We work with many types of business owners and professionals, here are some of their stories.

PSG helps Don and Kim MacRae build and sell dental clinics, invest their earnings, and protect their family’s financial security

Andre Brosseau of Innov8 Digital Solutions uses PSG to re-configure personal estate planning to ensure faster investment growth and long-term financial security.

Rich Bell, an oral and maxillofacial surgeon, utilizes PSG’s expertise to invest in new business opportunities, secure his family’s financial freedom, and connect with and learn from other business leaders.

Tony Stewart, CEO of Quails’ Gate Winery, uses PSG to help make informed decisions to benefit his family and their family business.

Sean Pihl, owner of Pihl Law Corporation, uses PSG to help optimize his estate plan for a higher return and connect with industry experts to help grow and secure his business.

DR. PREETHI TRUSSELL

Armstrong Dental Centre, Armstrong BC

SHAWN TRUSSELL

Trussell Construction Inc., Armstrong BC

Before working with Brent and Al we did not have clarity on how to attain our financial goals and aspirations. Their transparent approach to wealth management was both unique and refreshing as we were putting our family legacy in their hands. What really elevates this firm is the ease of access to a network of professional experts in various fields. Specifically, it was the relationship they have with Provision Chartered Professional Accountants which was integral for us to complete our financial team with like minded people.

The Peacock Sheridan Group brought us stability and profitability to our finances and provided us with the peace of mind to raise our family and feel comfortable about retirement.

GREG SALLOUM

Business Entrepreneur, Kelowna, BC

The team at Peacock Sheridan Group understand entrepreneurs. Being business owners themselves, they are able to quickly identify my financial planning priorities and offer creative solutions. Innovative would be a key word I would use to describe the team at the Peacock Sheridan Group.

DR. STEVEN FAIGAN

Okanagan Periodontics, Kelowna, BC

GAYLE FAIGAN

Registered Clinical Counselor, Kelowna, BC

The Peacock Sheridan Group has been an integral and indispensable component of our personal and corporate insurance and estate planning since 1994. Their comprehensive team offers proactive and creative solutions to complex needs delivered with a customized and simplified approach that continues to evolve over time as our short and long term goals change. The entire team balances a professional and personal approach in a relaxed setting. Our long term relationship with Brent Peacock and his team has been reinforced over the years given his experience, expertise and integrity, all consistent with our values and vision. We highly recommend PSG for both your personal and business insurance and financial planning needs.

KEVIN IMTHORN

Sawchuck Developments, Kelowna, BC

JOANNE WILLMOTT

Royal Lepage

We started investing on our own years ago, eventually moving to a large investment group, hoping for new ideas and some stability. Although not completely dissatisfied with the effort, attention and feedback afforded us, we nevertheless we’re seldom enthralled when our quarterly statements would appear in the mail. Yearly meetings were often a report, as opposed to concepts for a fresh approach.

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. They followed up, showed grace with our endless questions, and ultimately made our transition painless. Our experience today is very positive. The boutique nature of how PSG operates provides us with that security we were looking for, while offering innovative solutions which continue to drive excellent results. Without hesitation, we strongly recommend you invest the time necessary, to see how Peacock Sheridan Group can help you achieve your goals.

DOUG PATTERSON

TKS Apothecary Ltd, 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. Their simplified approach helped us make informed and reasoned decisions for our business and our personal lives.

RICK WRIGHT

Owner of Valley Mitsubishi, 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. I have found their service to be dependable, friendly and transparent. Their attention to detail and willingness to listen to my needs is extremely important to my company.

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

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

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

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