Insight 360° OS
One Plan.
Total Clarity.
I know what it's like to be in the middle. After 27+ years in financial services, I understand what it feels like to be pulled in every direction.
You need a system, not another product.
Growing kids, aging parents, and a demanding career. You're building a life worth living while trying to hold it all together.
You've done the hard work and took the risks. Now it's time to design a plan that gives you back your time, energy, and true freedom.
At Insight Planning, we help successful Canadians in life's busiest season simplify their financial world through the Insight 360° OS.
“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
How it works
The Insight 360° OS.
One operating system for financial clarity. We connect your investments, tax strategy, estate structure, and family decisions into one coordinated plan.
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.
Reveal
See what’s actually true.
We use Clarity Tools to uncover blind spots, risks, and trade-offs before they get expensive. This is where assumptions get tested and the real picture comes into focus.
Make Sense
Turn complexity into a clean decision.
Our Guides help you understand your options, the tensions between them, and what ‘good’ looks like for your life. No jargon, no confusion, just clarity.
Execute
Move forward with confidence.
Strategic Blueprints translate the decision into a plan you can implement and maintain. One plan, one team, one clear direction.
27+
Years Experience
150+
Households Served
$200M+
Assets Under Management
Ready to simplify your financial life?
We bring your entire financial life into a coordinated strategy that gives you clarity and confidence. No corporate objectives, no in-house products, no sales quotas.
No obligation. No pressure.