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Peacock Sheridan Group, a prominent financial planning firm in Kelowna, has been through a major transition.
Last year, one of the founding partners in the firm, Grant Sheridan, contracted bacterial meningitis and passed away a few short months later.
“It was a massive loss, personally and professionally,” says Grant’s partner, Brent Peacock.
“He was my close friend for over 30 years and business partner for the better part of 20 years. Of course, we’ve been reflecting on the lessons learned from losing Grant. One of those lessons is that financial planning is extremely important at every age and stage of life. Grant was just 47 when he died and it was an emotional time for family, friends, clients, the partners and staff.”
True to Grant’s character, he had an exceptional financial plan wrapped around his businesses and family. This foresight included the right products to support that plan; life, disability and critical illness coverage, in addition to up to date wills and business agreements.“The future remains strong because of the planning culture of the firm developed under Grant,” says Brent.
After Grant’s passing last year, Peacock Sheridan won the small business of the year award at the Kelowna Chamber Business Excellence Awards. “Winning meant so much to the team as we wanted to win it for Grant. It was bittersweet but such a tribute,” says Brent.
Peacock Sheridan Group serves the niche of comprehensive financial planning for doctors, dentists and business owners.
Their strength lies in their passion to always put solutions and relationships before profits and to work as a team collectively to find the best possible financial outcomes for their clients, their businesses and their families. “This is advice-based planning that goes well beyond simply buying RRSPs or insurance products,” says partner Allan Hryniuk. “It’s a holistic approach, that always begins with a documented deep dive of our clients life and business, such that we gain an intimate understanding of what really matters most to them”
As such, the financial plan is always driven by the objectives and concerns from a client’s specific business and family details. “It is much easier to provide advice on investments, tax and estate planning, etc., with this core foundation,” says Allan.
The firm’s newest partner, Brian McGuire, comes from a family of financial advisors.
“The focus on the plan and the collaborative approach is what attracted me to Peacock Sheridan Group when I moved back to Kelowna,” says Brian. “I previously worked at a planning firm in Vancouver (Rogers Group Financial) for 10 years before joining Peacock Sheridan, which allowed for a smooth integration. I love that we work collaboratively here and there’s no ego between the three of us, the focus is always doing what’s best for the client.”
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