Shea Sanche, CFP

Founder & CEO, Insight Planning | Helping successful Canadians simplify life’s busiest season & take back their time 🌿

[Shea Sanche, CFP @sheasanche]

@bgdoane @SaskTel Starlink direct-to-cell and emerging tech will end these guys. Highest rates on earth, worst rural coverage.

Big telco had their run. Banks and airlines to follow.

[Shea Sanche, CFP @sheasanche]

@myownadvisor Read @DieWithZero by Bill Perkins @bp22

[Shea Sanche, CFP @sheasanche]

@CollinRugg The powers that be are high-fiveing themselves.

A society divided and distracted is easy to rule.

C’mon everyone.

We’re better than this.

[Shea Sanche, CFP @sheasanche]

@matt_gray_ Such a simple reframing, but oh man it sure brings clarity in the moment. Like Naval says…if I don’t want to do it right now, then why would I want to do it in the future (re: scheduling commitments). Quite liberating, for me anyway.

[Shea Sanche, CFP @sheasanche]

@danmartell Who Not How & Buy Back Your Time.

Similar, but different…they complement each other perfectly and are absolute game changers.

[Shea Sanche, CFP @sheasanche]

@Laraacostar LinkedIn

[Shea Sanche, CFP @sheasanche]

@alexgroberman LinkedIn growth guide

[Shea Sanche, CFP @sheasanche]

@LoganTGott Funnel

[Shea Sanche, CFP @sheasanche]

Honoured to have our work featured here. Succession is personal and alignment matters.

For advisors thinking about their next chapter, there’s a better way to transition a lifetime of relationships.

Thank you @deannegage.

[The Globe and Mail @globeandmail]

Why this advisor was willing to pay more for a book of engaged, loyal clients https://t.co/bMJnO0cqXX

[The Globe and Mail @globeandmail]

Why this advisor was willing to pay more for a book of engaged, loyal clients https://t.co/bMJnO0cqXX

[Shea Sanche, CFP @sheasanche]

@globeandmail Thank you @deannegage for the feature.

Grateful for the chance to share how we approach advisor succession and what it means to carry a seller’s life work forward. Appreciate the thoughtful coverage.

[Shea Sanche, CFP @sheasanche]

@RhodaOlorunseyi @aymanalabdul Great question and an important point. We have one person responsible for the overall playbook system. All updates are done by this person. Each section has a lead person responsible for keeping their section current and communicating any revisions to the rest of the team.

[Shea Sanche, CFP @sheasanche]

@moseleywilliams Burge Lake Provincial Park near Lynn Lake. It’s about 7 hours north of The Pas and Flin Flon. Wildfires have devastated the area the last month unfortunately.

[Shea Sanche, CFP @sheasanche]

@moseleywilliams Awesome. We’ve spent the last 23 Julys at our family cottage in Northern Manitoba. It’s has shaped our kids and been our opportunity to disconnect and reconnect.

[Shea Sanche, CFP @sheasanche]

@moseleywilliams Heavenly

[Shea Sanche, CFP @sheasanche]

Great teams don’t coast. They calibrate, assess, and evolve.

That’s why we sat down with Dan Cervino from @dimensional to dig deep into the latest Global Advisor Study and see how we stack up—and more importantly, where we’re going next.

Here’s what we walked away with:

• Clearer client expectations
• Peer benchmarks that raise the bar
• New ideas to scale our impact

The biggest insight? We’re not just in the advice business—we’re in the people business. And people deserve advisors who are obsessed with getting better.

[Shea Sanche, CFP @sheasanche]

Not just a launch. A level-up. Coming soon to a platform near you🚀

[Western Hockey League @TheWHL]

Four games, four wins!

A perfect week between the pipes for @WHLsilvertips netminder Jesse Sanche earns him the honours of WHL Goaltender of the Week.

📝 | https://t.co/uzFskelo8x