Welcome to Insight Planning

Shea Sanche, a seasoned Financial Planner, 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Tragically, at 19, Shea experienced a profound loss when his father passed away with an outdated will and unclear wishes.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.

Shea’s most rewarding role is being a dad to his three children. He loves being involved in their adventures and finds that raising a family gives him a deeper understanding of what truly matters in financial planning. 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’s unwavering commitment to trust and client confidence has made him a respected figure in the financial services industry, enhancing the lives of those he serves.

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

With 20 years of experience in the financial industry, Danielle has developed a strong track record of delivering outstanding client service and operational excellence.

Throughout her career, she has worked extensively in various roles, contributing to process improvements and enhancing client experiences. Danielle holds her Fellow, Life Management Institute (FLMI) through LOMA and is currently completing her Canadian Securities Course (CSC). Her commitment to continuous professional growth and focus on client satisfaction makes her a key asset in driving high-quality service in the financial sector.

Danielle enjoys practicing both yoga and meditation,  traveling with her daughter, and hiking with her puggle Lincoln.

Ryan is a finance professional originally from Kelowna, British Columbia, with a strong background in both academics and athletics. He holds a Bachelor of Science in Finance with a minor in Economics from the State University of New York at Plattsburgh. As a student-athlete, he was part of the NCAA men’s ice hockey team that secured the National Championship in 2022.

Throughout his academic career, Ryan demonstrated a strong interest in capital markets and investment management. He was an active member of the university’s Student Managed Investment Fund, where he conducted comprehensive equity research, developed strategic portfolio allocations, and presented investment recommendations to faculty advisors.

Dedicated to continuous professional development, Ryan is currently enrolled in the Canadian Securities Course and plans to pursue the Certified Financial Planner (CFP) designation. He is committed to building a long-term career in the financial services industry, with a focus on delivering value-driven solutions for clients.

Outside of his professional interests, Ryan maintains an active lifestyle and continues to enjoy playing hockey in the winter and golf during the summer.

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.

Robert DeMelo is a respected financial professional with over 30 years of experience helping clients navigate all aspects of their financial lives. A graduate of the University of Western Ontario, Robert earned his Certified Financial Planner designation in 1996 and spent his career building long-term relationships based on trust, empathy, and exceptional service.

Robert chose Shea and Insight Planning to acquire his business because of shared values, client-first philosophy, and commitment to delivering high-quality financial advice. His decision was rooted in ensuring a smooth transition and continued care for his clients as he entered retirement.

Although Robert has now retired from professional practice, Insight Planning is proud to carry forward his legacy of service and dedication.

Since 2003, Phil Jackson has dedicated his career to helping families build and secure their financial futures. Known for his thoughtful and client-centred approach, Phil earned the trust of those he worked with by providing clear, consistent guidance and maintaining a deep commitment to service.

Phil joined Insight Planning as part of a carefully considered succession plan, seeking a team of professionals who shared his values and would prioritize the long-term success of his clients. Confident that Shea and Insight Planning would uphold – and even enhance – the client experience he worked hard to deliver, Phil transitioned into retirement knowing his clients were in good hands.