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Wealth Management Strategy :: Peacock Sheridan

The Peacock Sheridan Group is an independent financial planning 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 client’s current planning issues and requirements, while remembering to provide the flexibility to adapt as circumstances change.

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Michelle Muhlbach

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Michelle Muhlbach

Michelle Muhlbach

205-11●●●●●●set Dr

Ke●●na , BC, V1Y 9W6

CA

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mi●●●●●●@peacocksheridan.com

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Michelle Muhlbach

Michelle Muhlbach

205-11●●●●●●set Dr

Ke●●na , BC, V1Y 9W6

CA

1.25●●●●1451

1.25●●●●1452

mi●●●●●●@peacocksheridan.com

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The Peacock Sheridan Group is an independent financial planning 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 client’s current planning issues and requirements, while remembering to provide the flexibility to adapt as circumstances change.

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1 our difference

2 mapp process

3 services

4 insurance

5 employee benefits

6 psg consulting

7 client profiles

8 dental area

9 testimonials

10 the team

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Wealth Management Strategy :: Peacock Sheridan | peacocksheridan.com Reviews

https://peacocksheridan.com

The Peacock Sheridan Group is an independent financial planning 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 client’s current planning issues and requirements, while remembering to provide the flexibility to adapt as circumstances change.

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peacocksheridan.com

1

Our Wealth Management Approach | Peacock Sheridan Group

http://www.peacocksheridan.com/our-difference

OUR PROCESS BEGINS ABOVE THE PLANNING HORIZON. The themes above the planning horizon focus on your values and goals. The topics below the planning horizon focus on the strategies, tactics and tools to get us there. After we complete the Strategic Deployment and Creative Solutions processes, you will have clarity about what you want to do with your money and what your money can do for you. You will receive a tangible plan that includes your plan for the future along with your strengths, weaknesses, op...

2

Financial Planning Services | Peacock Sheridan Group

http://www.peacocksheridan.com/our-services/group-benefits

INVEST. PROTECT. ACHIEVE. Chances are that you’re pretty passionate about what you do. Well, so are we. Allow us to demonstrate our proactive approach and help you remain intentional about your financial choices. FINANCIAL PLANNING FOR DOCTORS. FINANCIAL STRATEGIES FOR THE BUSINESS OF MEDICINE. SCHEDULE A CONSULTATION TODAY. FINANCIAL PLANNING FOR DENTISTS. FINANCIAL STRATEGIES FOR THE BUSINESS OF DENTISTRY. We understand how a dental practice works. Your practice’s finances and your personal finance...

3

Brent Peacock | Peacock Sheridan Group

http://www.peacocksheridan.com/the-team/brent-peacock

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. He also works closely with business owners and medical and dental professionals, providing guidance and direction, by implementing comprehensive written business and wealth management plans that ensure his clients receive transparent advice and exceptional service. Since the team at the Peacock Sheridan Group takes the time to unde...

4

Grant Sheridan | Peacock Sheridan Group

http://www.peacocksheridan.com/the-team/grant-sheridan

Grant is one of the founding partners of the Peacock Sheridan Group and specializes in strategic wealth accumulation and insurance planning. As a Corporate Life Insurance and Investment Advisor, Grant works closely with business owners and families creating inclusive wealth management plans that provide insight and direction to achieve their financial goals. Dr Darren Buschel Springfield Dental Centre, Kelowna, BC. Greg Salloum Owner of the Best Western Hotel, Kelowna, BC. Since the team at the Peacock S...

5

Team | Peacock Sheridan Group

http://www.peacocksheridan.com/the-team/greg-carter-cfp-gba-rhu

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 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. READ BIO. Marc works as a consultan...

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Health and Dental Insurance. Brent Peacock BA, CHS. Grant Sheridan BA, CHS. Greg Carter CEBS, CFP, CHS. Sasha Carter B.Ed. Darcy Letendre ACS, AIAA. 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. Learn more about specific strategies being implemented by high net worth individuals. Book a review today. Please visit us at our new location -. 314 - 1290 St. Paul Street. Kelowna BC V1Y 2C9.

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