PEACOCK SHERIDAN GROUP
Updated 31 days ago
314 - 1290 St. Paul Street Kelowna, BC V1Y 2C9
The Peacock Sheridan Group is an independent financial planning firm located in Kelowna, British Columbia specializing in retirement planning, integrated tax & estate planning, insurance & investment strategies, debt reduction, and cash flow management. Our passionate financial advisors work with medical professionals, dental professionals and high net worth business owners throughout B.C. and Alberta to develop personalized and dynamic financial strategies...
We are a team of driven wealth advisors who understand that the best financial plans extend way beyond spreadsheets and graphs. The plan we create for our clients reflects every aspect of their lives and explores areas that data simply can't measure. We translate big picture objectives into dynamic financial strategies that deliver measurable ROI.
Also known as: Peacock Sheridan, The Peacock Sheridan Group