Shea Sanche, a seasoned Financial Advisor, draws his work ethic and sense of responsibility from a childhood shaped by entrepreneurial parents. At just 12 years old, Shea initiated a Nintendo video game rental business, instilling in him the values of hard work and exceptional customer service. His fascination with finance took root when a local Bank Manager helped him open his first account and gifted him “The Wealthy Barber” by David Chilton, sparking a lifelong passion for saving and investing.

Tragically, at 19, Shea experienced a profound loss when his father passed away with an outdated will and unclear wishes. This event highlighted the critical importance of estate planning. Shea embarked on his financial services career in 1999 working for some of the largest corporations in Canada. While he loved his industry, the corporate objectives of profit and sales felt misaligned with Shea’s ultimate passion – helping his clients.

After 24 years of dedicated effort, Shea founded Insight Planning, a leading boutique financial planning firm. With his team, he has been a steadfast pillar of support for clients during both prosperous and challenging times, helping families navigate estate settlements, facilitating family discussions on succession planning, and simplifying financial matters for business owners. Shea’s passion lies in instilling confidence in motivated individuals and improving their quality of life and financial security.

Beyond his professional success, Shea cherishes his family life, married to his incredible wife, Trish, since 2001, and raising three wonderful children. He enjoys coaching and playing hockey and lacrosse and indulges in his personal interests through reading, podcast listening, hiking, and mountain biking in the Kelowna area of the Okanagan Valley. Shea Sanche’s unwavering commitment to trust and client confidence has made him a respected figure in the financial advisory industry, enhancing the lives of those he serves.

Born and raised in the Greater Toronto Area, Robert is a graduate of the University of Western Ontario in London, ON, and earned his Certified Financial Planner designation in 1996. He has been providing financial advice to clients for 30 years and is an expert in understanding the dynamics of his clients’ investing needs within a total financial plan. Robert has built his career on a foundation of empathy and over the years, has become a trusted advisor to his client base due to his outstanding level of service.

When he’s not in the office, you can find Robert on the golf course working on his swing. He loves spending time with his friends, travelling to new destinations, and making memories with his wife, Carolyn, and their two children.

Phil has been working closely with families to solidify their financial circumstances since 2003. Phil has always put family first and over the years he has been a Board member for Etobicoke Service for Seniors. He has also given back to the community of Collingwood as a member of the Collingwood Chamber of Commerce and Collingwood Rotary Club.

Phil joined Insight Planning ending his search to find a suitable group of like-minded advisors who would ensure the long-term success of his clients. Phil is initiating his succession plan to make certain that his clients are provided the same or better personal client experience.

Brayden was born and raised in Aurora, ON, and completed his studies at the University of Guelph, earning a Bachelor of Commerce Degree with specialization in Finance. Brayden began his career by moving to Toronto to work for one of the largest investment firms in the world, most recently holding the position of Associate Vice-President of Regional Sales. Brayden’s desire to be closer to clients and develop deeper relationships drove him to join the Insight Planning team. 

Brayden enjoys helping clients through all the phases of their lives so they can focus on what is important to them. Brayden is committed to ongoing learning, having completed his Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Wealth Management Essentials (WME) and obtaining his Chartered Investment Manager (CIM) designation in 2022.

Outside work, Brayden enjoys maintaining an active lifestyle by playing his favourite sport soccer, weightlifting, running and working on his golf swing (it needs work!).

Cassi has been providing administrative support to clients since 2010. Her responsibilities include coordinating all administrative duties pertaining to new accounts, client inquiries and account maintenance. Cassi brings a marketing background and she is responsible for organizing client events and ensuring all aspects of client accounts run smoothly.

Cassi was born and raised in Penticton and outside of work enjoys spending time with family and friends, adventuring outdoors or enjoying a good book

Whether you’re buying a home, refinancing your mortgage or simply have a question about mortgages, Tricia is always available to help. Tricia enjoys educating her clients so they are well-informed and understand the entire process. She knows a client’s needs don’t end on closing day and remains available to clients for all their future financing questions and needs.

Tricia was born and raised in northern Manitoba and has been living in BC with her family since 2010. In her free time, Tricia loves to spend time with her family, exploring the Okanagan Valley or watching a good Netflix series.

Kyla has spent the majority of her career assisting C-Suite Executives in scaling their organizations. She has a servant’s heart, is an organization aficionado, and is obsessed with client success. Kyla is always looking to improve processes and increase efficiencies to support operations from behind the scenes.

Kyla was born and raised in the Okanagan Valley, BC, where she played competitive soccer and volleyball. On the weekend you can find her camping with her husband and their two daughters, or wine tasting at the local vineyards.

Life is unpredictable and complicated. Protecting the financial future for you, your family, and your business should not be.

Chris has guided numerous clients of different financial circumstances, objectives, and challenges during his almost 20 years of service in the financial industry. This experience has led Chris to the realization that the key to action is education. Chris listens to the priorities of clients and takes the time to research and introduce the best possible ideas and solutions for them. The process ensures that clients understand the solution and impact of not protecting a particular element of their life.

Chris is a member of the Canadian Tax Foundation, Canadian Association of Gift Planners (CAGP), and the Conference for Advanced Life Underwriting (CALU). In addition to achieving his designation as a Chartered Accountant, he has also achieved the Chartered Life Underwriter and Certified Executor Advisor designations.