Founder of Insight Planning
Reduce complexity.
Achieve clarity.
Helping successful Canadians in life's busiest season simplify their financial world so they can stop managing and start living.
Success doesn't simplify life.
It multiplies it.
You've done the hard part: built the career, raised the family, grown the wealth. But no one warned you that success brings a new kind of complexity.
The more you have, the more there is to manage. Growing kids, aging parents, and a career that demands your best. And what you're craving now isn't more. It's less. Less noise. Less juggling. Less of life slipping by while you're too busy keeping it all together.
“Simple scales, complex fails.”
One Plan. Total Clarity.
The Insight 360° OS connects every part of your financial life into one coordinated plan. No corporate objectives, no in-house products, no sales quotas. Just planning-first advice built around your life.
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.
27+
Years Experience
150+
Households Served
$200M+
Assets Under Management
The Insight Playbook
Your practice should not depend on you for every answer. The Insight Playbook turns what is in your head into a structured operating system your team can follow. Reduce friction, remove dependency, and build a practice that runs without you at the center of every decision.
Built from 27+ years of running a 150-household, $200M practice, this is the same system Shea uses every day at Insight Planning.
What it solves
Reduce team dependency
Stop being the bottleneck. Give your team clear playbooks so they can act without asking.
Consistent execution
Quality defined by your standards, not by who happens to be working that day.
Eliminate key person risk
When someone leaves, the knowledge stays. Your practice keeps running.
See what our clients have to say.
“Shea took the time to truly understand our goals and built a plan that made everything click. For the first time, we feel like all the pieces of our financial life are connected and working together.”
Kelly P.
Kelowna, BC
“We had been with a few different advisors over the years, but nobody brought everything together the way Shea does. His approach is thorough, thoughtful, and genuinely focused on what matters to us as a family.”
Sandra & Dave M.
Vancouver, BC
“As a business owner, my financial life is complicated. Shea gets that. He helped me see the big picture and gave me the confidence to make decisions I had been putting off for years.”
Darren K.
Business Owner
Clarity starts with a conversation.
A no-pressure call with a Certified Financial Planner designed to bring clarity to your goals and next steps, whether we work together or not. Just bring what's been on your mind.
No obligation. No pressure.