About Us
Meet the Team Behind
Insight 360° OS
We're not just financial advisors. We're architects of clarity, building the structure behind your most important financial decisions.
Our Mission
We exist to bring clarity to life's most important financial decisions.
We serve business owners, incorporated professionals and families in life's busiest season, people carrying responsibility for a company, a career and a family, often all at once.
We build the structure behind your most important financial decisions so everything works together: your plan, your investments, your taxes, your estate.
That structure is the Insight 360° OS, a repeatable system that moves you from unexamined assumptions to confident action.
For families with complex planning needs, Insight Private Wealth provides a dedicated, elevated level of coordination.
The Team
Meet the Team Behind Insight 360° OS
Shea Sanche, CFP®
Founder & CEOSenior Financial Advisor
Over 25 years of experience serving high-net-worth Canadian families and business owners. Specializing in comprehensive wealth coordination, retirement strategy, and multi-generational planning. Creator of the Insight 360° OS.
Cassi Petersen
Client Service Specialist
Cassi has been providing administrative support to clients since 2010, coordinating new accounts, client inquiries, account maintenance, and organizing client events.
Ryan Butler
Planning Associate
A finance professional from Kelowna with a BSc in Finance and part of the NCAA National Championship hockey team in 2022. Working toward his CFP® designation.
Tricia Sanche
Mortgage Specialist
Tricia helps clients with home purchases, refinancing, and all mortgage needs. She's dedicated to educating clients through every step of the process and beyond closing day.
Avery Hjerpe
Executive Assistant
Avery supports the Insight Planning team as Executive Assistant, coordinating schedules, communications and the day-to-day operations that keep the advisory team focused on clients.
Get Started
Ready to get clarity?
A short first meeting to see if we’re the right fit, for both of us. Three questions, and we reply within two business days.
Request an Introduction →