Founder of Insight Planning
Reduce complexity.
Achieve clarity.
Helping successful Canadians in life's busiest season simplify their financial world so they can stop managing and start living.
Trusted by 150+ households across Canada
Success doesn't simplify life.
It multiplies it.
You've done the hard part: built the career, raised the family, grown the wealth. But no one warned you that success brings a new kind of complexity.
The more you have, the more there is to manage. Growing kids, aging parents, and a career that demands your best. And what you're craving now isn't more. It's less. Less noise. Less juggling. Less of life slipping by while you're too busy keeping it all together.
“Simple scales, complex fails.”
One Plan. Total Clarity.
The Insight 360° OS connects every part of your financial life into one coordinated plan. No corporate objectives, no in-house products, no sales quotas. Just planning-first advice built around your life.
Clarity
When your values are clear, decisions are easy.
Calm
True wealth is the ability to live purely in the moment.
Confidence
A plan you can trust, a future you can believe in.
27+
Years Experience
150+
Households Served
$200M+
Assets Under Management
The Insight Playbook
Your practice should not depend on you for every answer. The Insight Playbook turns what is in your head into a structured operating system your team can follow. Reduce friction, remove dependency, and build a practice that runs without you at the center of every decision.
Built from 27+ years of running a 150-household, $200M practice, this is the same system Shea uses every day at Insight Planning.
What it solves
Reduce team dependency
Stop being the bottleneck. Give your team clear playbooks so they can act without asking.
Consistent execution
Quality defined by your standards, not by who happens to be working that day.
Eliminate key person risk
When someone leaves, the knowledge stays. Your practice keeps running.
See what our clients have to say.
50+ Google ReviewsFeatured Client Story
“When my last investor retired, I was fortunate to connect with Shea Sanche, Founder and CEO, and Certified Financial Planner at Insight Planning. Together with his Client Specialist, Cassi Petersen, they have significantly contributed to my personal and financial growth. I can't recommend them highly enough!”
Janet Harrison
“I have been dealing with Shea for over 20 years, and during those years Shea has been very helpful in providing sound advice and guidance. Shea genuinely loves his work, it does not matter what you are looking for, he will find a solution to your needs. Even when the markets are down, he still manages excellent growth in my portfolio, due to his diligence and constant quest for additional knowledge in the financial marketplace.”
Darren King
Pharmacist & Business Owner
“I have been investing with Shea since he was a young man first starting out in this business over 20 years ago. I believe it was one of the best decisions I have made concerning my finances. He makes himself available whenever I need his advice and he has helped me make decisions about estate planning, life insurance as well as investments. I have recommended Shea to family and friends and will continue to do so.”
Joyce Dominey
Retired Health Professional
Clarity starts with a conversation.
A no-pressure call with a Certified Financial Planner designed to bring clarity to your goals and next steps, whether we work together or not. Just bring what's been on your mind.
No obligation. No pressure.