The Team

We are an honest, humble and driven team that have a passion for helping others. We care about our clients and the community. We are obsessive about our business but we break stereotypes by having a lot of fun along the way! We’re pretty sure that once you meet us, you’ll understand what we mean.

BRENT PEACOCK BA (CMNS), CHS | Partner

Brent is one of the co-founders and partners of the Peacock Sheridan Group, providing strategic vision and leadership direction for his team of specialized advisors and staff.

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BRIAN MCGUIRE BA, CFP | Partner

Brian is a Certified Financial Planner with Peacock Sheridan Group, and has been in the financial services industry since 2009.

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HEATHER FOX CFP | Advisor

Heather is a Certified Financial Planner with Peacock Sheridan Group, and has been in the financial services industry since 2011.

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TRACY TURCOTTE | Operations Manager

Tracy is our Operations Manager and key in providing product information and high-level administrative support to our clients.

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LAUREN ZAFFINO | Client Service Associate

Lauren is our Client Service Associate. She is the first voice that many hear when they call Peacock Sheridan Group.

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CHERYL CRAIG | Client Service Associate

With over 25 years of experience in client management roles, Cheryl brings a wealth of knowledge and expertise having worked in Property Management, at UBCO and over 10 years in the Financial Industry.

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CONSULTANTS

When you choose to work with Peacock Sheridan Group you benefit not only from our experience and expertise, but also from our network of independent financial professionals. Through these partnerships we are able to offer comprehensive wealth management strategies, tax & estate planning, legal services and business consulting. We recognize that you may already have a longstanding relationship with other advisors and we are also happy to work with your existing accounting, legal, or insurance specialists to better understand your business.

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

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

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

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

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