Insight Planning
Financial Services
Kelowna, British Columbia, Ca
6 employees
- Employees
- 6
- Contacts
- 1
- Emails
- 1
Insight Planning Overview
- Headquarters
- Kelowna, British Columbia, Ca
- Website
- insightplanning.com
- Industry
- Financial Services
- Employees
- 6
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Insight Planning
Our goals-based planning process gives motivated people the confidence to take meaningful action on important financial decisions resulting in a higher quality of life for them and their loved ones.
Insight Planning Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Insight Planning Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Shea Sanche, Cfp | Founder & CEO, Insight Planning 📈 |
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|
|
| Josh Flood | Client Experience Specialist at Insight | Kelowna, British Columbia, Canada |
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|
| Cassi Petersen | Client Service Specialist at Insight | Penticton, British Columbia, Canada |
Email
|
| Brayden Speight, Cfp, Cim | Lead Advisor at Insight Planning |
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|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Senior / Lead
1 profile
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