Kelowna Financial Advisor

Business Succession Planning

specialist to entrepreneurial business people

  • Office: (250) 869-1451
  • Fax: (250) 869-1452
This content requires the Adobe Flash Player and
a browser with JavaScript enabled.
Okanagan Life Jan 2010 Article

The Peacock Sheridan Group

Founded by Brent Peacock and Grant Sheridan, The Peacock Sheridan Group is an independent financial advising firm that specializes in Insurance, Investment, and Business Succession Planning.  From our office in Kelowna, we assist business owners and like minded professionals throughout B.C and Alberta in developing creative strategies that address our clients current planning issues and requirements, while remembering to provide the flexibility to adapt as circumstances change.
 
Using our MAPP* approach, we help our clients to clarify and crystalize their financial objectives, as well as their life and family goals.  With this high level of understanding, we are better positioned to identify and recommend the resources and solutions, which ultimately matter most.  One of the keys to our process is the comprehensive network of independent resources (both financial and otherwise) that we have created throughout Canada.  Throughout our network of experts, we ensure our clients are receiving unparalleled advice in achieving their goals.  We are highly creative in researching both traditional and alternative resources to find the best solutions, and we encourage input from our clients existing and trusted advisors, before finalizing any particular strategy.
 
*The Master Alignment Planning Process (MAPP) is a customized program designed for successful business owners and families who want to take control of their planning.
 
The Peacock Sheridan Group Team Members

Brent Peacock

Insurance & Estate Planning Consultant, Kelowna - As an active and passionate entrepreneur himself, Brent focuses on designing insurance solutions for some of the most successful professionals and business owners throughout the Okanagan.More...

Grant Sheridan

Insurance & Estate Planning Consultant, Kelowna - Grant specializes in providing corporate insurance, estate and retirement planning advice at the Peacock Sheridan Group. Through unbiased product and concept analysis, Grant enables clients to make informed decisions based on individual needs and goals.More...
GET A FREE REPORT
*indicates required fields.
Name:*
Email:*
Phone Number:
Please type the text as it appears above:

WHERE TO NEXT

CONTACT INFORMATION

  • Office: (250) 869-1451
  • Fax: (250) 869-1452
  • #205-1180 Sunset Dr.
  • Kelowna, BC
  • V1Y 9W6