Reduce complexity.
Achieve clarity.
Wealth management for business owners and incorporated professionals navigating life's busiest season. Powered by the Insight 360° OS, the system for life's most important financial decisions.
Serving business owners and families with $1M+ in investable assets, from BC to Ontario
Begin here
Where would you like to start?
Three ways in, depending on who you are and where the money sits.
For business owners
Corporate Wealth
See how the money inside your corporation should be invested, and how we work with your accountant.
- $1,000,000+ invested inside a corporation
- Operating, professional or holding company
For families
Private Wealth
One coordinated plan for your family’s wealth, across tax, investments, estate and the next generation.
- $1M+ in investable assets
- Personal and corporate, planned together
Professional partners
Accountants & Lawyers
Built to work alongside you. We manage corporate investment capital and coordinate with the accountants and lawyers our clients already trust.
- Defined deliverables, on a set schedule
- Your client relationship stays yours
The Problem
Success doesn't simplify life.
It multiplies it.
You've built the career, the family, the wealth. But success brings a new kind of complexity - the more you have, the more there is to manage. What you're craving now isn't more. It's clarity.
Less Noise
Blocking out the constant distractions of an increasingly complex financial environment.
Less Juggling
Consolidating disparate decisions into one clear, coordinated strategy for your family.
More Time
Stopping life from slipping by while you're too busy just keeping it all together.
That's why we built the Insight 360° OS →
How It Works
The Insight 360° OS
Insight 360° OS is a structured financial decision-making system designed by Insight Planning to help individuals, families, and business owners make better financial decisions with clarity and confidence.
It goes beyond traditional financial planning by providing a repeatable framework to evaluate complex choices, manage risk, and execute with a clear strategy.
Every major decision follows a deliberate sequence designed to replace assumption with clarity and hesitation with confidence.
Because planning is about direction, not prediction. A clear path forward, whatever the markets or life do next.
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Reveal
See what's actually true. We use Clarity Tools to uncover blind spots, risks, and trade-offs before they get expensive.
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Make Sense
Turn complexity into a clean decision. Our Guides help you understand your options, the tensions, and what 'good' looks like for your life.
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Execute
Move forward with confidence. Strategic Blueprints translate the decision into a plan you can implement and maintain.
What We Do
One simple operating system. Total clarity.
Insight 360° OS is the structured decision framework behind everything we do. It aligns planning, investments, tax, business, and estate strategy so every financial decision works together.
Financial Planning
A comprehensive roadmap to align your finances with your life goals, from today through retirement.
Investment Management
Disciplined, evidence-based portfolio management designed for tax-efficient growth and long-term security.
Tax Planning
Proactive strategies to minimize your tax burden, especially for corporate structures and high-net-worth individuals.
Life Planning
Connecting your money to your values, ensuring your wealth helps you live a more meaningful and fulfilling life.
Business Planning
Integrating corporate and personal finances to optimize cash flow, manage risk, and plan for succession.
Estate Planning
Structuring your legacy to protect your assets, provide for your family, and ensure your wishes are carried out.
Who We Help
Planning for the decisions that come with success.
Our clients are successful Canadians whose financial lives have outgrown a single account, product, or spreadsheet. We coordinate the moving pieces so the next decision is easier to make.
- Business OwnersCorporate cash flow, personal wealth, tax strategy and succession decisions.
- Incorporated ProfessionalsYour professional corporation and your personal plan, decided together.
- Pre-Retirees & RetireesAccumulated wealth turned into a durable income plan.
- High-Net-Worth FamiliesTax, estate, investment and multi-generational planning across the family.
Insight Private Wealth
For families who require a higher standard
Comprehensive wealth coordination for Canadian families with $1M+ in investable assets. Dedicated team access, proactive tax and corporate strategy, concierge coordination, and multi-generational planning, all integrated through the Insight 360° system.
Explore the Private Wealth →
Client Testimonials
What our clients say.
★★★★★"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!"
★★★★★"Cassi is the absolute personification of excellent customer service. She is courteous, professional, prompt and (most importantly) patient! She always responds to requests/correspondence quickly, efficiently and effectively. She is a joy to deal with and talk to."
★★★★★"Shea has been managing our investments for many years. We are very happy with the results and our investments are growing. He keeps us well informed as to where to invest so that it will benefit us. We have and will continue to recommend Shea. Investing with Shea was a very wise decision."
As Seen In
Globe Advisor Feature
Get Started
One plan. Total clarity.
Stop reacting to the noise. Move from unexamined assumptions to confident action with the Insight 360° OS.
Request an Introduction →