Brian McGuire BA, CFP^®

Vice President and Principal & Wealth Planner

Brian McGuire takes a relationship-driven approach to financial planning, focusing on helping business owners and families make confident decisions through life’s more complex moments.

Introduced to the industry early on through his parents (both financial advisors), Brian didn’t fully appreciate the impact of what they did for a living until later, when a trip with his dad and conversations with clients-turned-friends became a bit of a light bulb moment, hearing firsthand how much his Dad had helped them over the years. After earning a degree in psychology and gaining experience in banking, he chose to build a career centred on problem-solving and long-term client relationships.

He later became a partner at Peacock Sheridan Group in Kelowna, which joined Newport Private Wealth, where he continues to work closely with clients on planning that goes beyond investments. His work often focuses on business owners and advising around succession planning, retirement, and helping families think through how wealth is passed on across generations.

Brian takes a practical, team-based approach, working alongside clients and their other advisors to ensure decisions reflect what matters most to them. He holds the Certified Financial Planner (CFP®) designation and is currently working toward his Chartered Investment Manager (CIM®) designation.

Based in Kelowna, Brian enjoys an active lifestyle with his wife and three sons, including skiing in the winter, golfing in the summer, and spending time outdoors with family and friends.