VANCOUVER’S LEADING FINANCIAL PLANNER

Empowering every client to feel financially secure

Plan and achieve your financial goals with a certified financial planner that has your back.

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WHO ARE WE?

Meet Brandon Chapman

Brandon joined the financial services sector in 2015. His goal is to help clients achieve a better life by offering full-service financial planning aimed at growing and protecting their wealth.

Brandon is chair of the Advocis Technology Task Force, and founder of Advisor Flow — an intuitive platform designed for a better, more personalized advisor-client relationship.

Vancouver financial planner

Get excited for the road ahead with the support of an expert

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Vancouver-Chartered-Life-Underwriter

Managing your finances has never been easier

Vancouver Leading financial advising firm

Award Winning Financial Advising Services

We help our clients balance competing priorities, choose the right investment solutions, and gain total control over their finances. We design a custom portfolio for every client.

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Wealth Management​​

You’ve worked hard for your wealth. Monitor and manage your portfolio effortlessly with the help of a financial advisor that has your back.

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Group Benefits

Your employees are the lifeblood of your organization. Find a benefits package that will motivate and inspire commitment.

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Business Financial Security Planning

Positioning your business for long-term wealth creation and preservation begins with precise and strategic financial planning.

Insurance Planning

Insurance Planning​​

Prepare for the unexpected with proactive insurance planning that offers an impenetrable layer of protection for you, your family, or your business.

Retirement Planning

Retirement Planning​

Whether you’re at the start of your career or already retired, we can help you guarantee the retirement lifestyle you want.

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Estate Planning​​

Make sure your estate is handled in accordance with your directives with an airtight estate plan that balances your investments.

Testimonials

Vivian Channel
Vivian Channel
2022-04-02
SaaS Wealth provides a very modern approach to financial planning and wealth management. The onboarding process is beautifully clear, simple and logical. They have a SaaS platform to track and provide holistic view of your finances. Brandon is truly an advisor, he is someone you would go to before making big life decisions who can provide clear point of view on the financial and liability considerations of those actions.I've referred a number of people to SaaS and they are still clients.
Alberta Kinesiology
Alberta Kinesiology
2022-04-01
Through my years of working with Brandon he has proven to be reliable, responsive, approachable and realistic. His education and patience has been paramount in setting up a brighter future for my family and I. 10/10 would recommend!
Mark TJ
Mark TJ
2022-03-27
Brandon is a knowledgeable and personable financial advisor who makes complicated financial topics easy for you. He takes care of his clients and I would recommend him and SaaS to anyone, whether new or experienced in the world of finance.
Marcus A
Marcus A
2022-03-27
Brandon has always been a great advisor. He provides expert service and advice for me and my family.
JagJeet Singh
JagJeet Singh
2022-02-19
Brandon has been my & family Financial Advisor since we moved to Vancouver, He has thorough knowledge about the products and tools to achieve one's financial goals, he has an amazing personality and a very humble person, I highly recommend Brandon Chapman for any one looking for their personal Financial Advisor 👍
Ryan O’Hearn
Ryan O’Hearn
2022-01-20
Brandon is a great financial advisor who takes his clients personal needs into account. I have had the privilege to work with some mutual clients together, and would advise anyone seeking sound, long term, and sustainable financial growth to get in touch with his team at SAAS.
Harrison C
Harrison C
2021-01-06
Trust is the biggest thing for me when it comes to personal finance and I'm glad I've been able to count on Brandon the past couple of years. Between building my foundational strategy as I started my career and recent adjustments as my priorities change, Brandon always met me right where I'm at and worked with me on a personal strategy that's truly tailored to my needs. It puts my mind at ease knowing that I can continue to count on Brandon for years to come.If you're interested in getting some help navigating financial systems, sorting out intricacies of financial instruments, or just need some independent advice, give Brandon a call. You won't regret it.
Helen Trinh
Helen Trinh
2021-01-04
I've been working Brandon for over 3 years and is a knowledgeable advisor who has your best interest at heart. He will give you his recommendation and you are in control of deciding what's best - however I find myself often going with Brandon's recommendation. I work in the finance and accounting industry and I would highly recommend anyone who is looking for a financial advisor.Brandon is someone you can talk to about your portfolio but also have a beer with (if you want!).

Who We Work With