Kelowna Financial AdvisorBusiness Succession Planningspecialist to entrepreneurial business people
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The Peacock Sheridan Group Client ProfilesSelf Employed Entrepreneurs and Business Owners
(More specifically entrepreneurs with; partnerships, business succession concerns, capital gains exposure, a need to grow passive assets/retained earnings within a corporation, no group benefits and possible risk exposure) Medical and Dental Professionals
(Particularly specialists in partnerships as well as individuals entering a new practice with needs similar to the business owner) Real Estate Owners and Realtors
(Mulit-property owners with; significant capital gains exposure, large amounts of leverage, partnerships, extraction methods for trapped equity or disability and illness protection)
Professional Athletes
Wealth Management Clients
(Minimum of $100,000. Individuals looking for a vehicle that is easy to understand, low risk, low fee, and is focused around consistent, stable growth.
Established Family (Ideally, family net worth +10 million with family situations including; blended family, family run business, large case succession planning, charitable gifting and estate planning)
Charities and Foundations
Groups seeking innovative planned giving strategies using traditional insurance as well as Charity Life Direct*. *Dustin T Serviss is the authorized client care representative for Charity Life Direct.com | ||||||||||||||||||
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