Unbiased financial advice
focused solely on your success
from one SaaS founder to another
Transparent guidance to safeguard and grow your wealth
SaaS Wealth helps you to:
Minimize Risk
We ensure you make informed decisions that strengthen your financial security – crucial for founders who have their wealth tied up in business.
Diversify
We fortify your future
against industry volatility
and market fluctuations by
advocating for a
diversified approach to
your net worth and
investments.
Connect
We not only help you with
your financial planning but
also connect you with a
broader ecosystem that
can support your business
growth and success.
Hi, I’m Brandon Chapman, CFP®
I want to redefine financial planning for SaaS founders, making it more aligned with the unique challenges and opportunities of the tech sector.
We strive to provide a complete financial outlook, helping founders not just in Vancouver but all over Canada, to secure their wealth and legacy as they innovate in the tech industry.
Wealth Management
You’re already knowledgeable about investment markets but you need to focus your energy on your business and family. Using our personalized approach, we optimize your financial growth, continuously monitoring and adjusting investments to capitalize on opportunities and mitigate risks.
Business Financial Security Planning
Tailored to your enterprise’s needs, our services fortify your financial foundation, providing resilience to navigate economic fluctuations and thrive in a competitive landscape.
Insurance Planning
Our meticulously customized solutions address your specific risk profile and long-term objectives, ensuring comprehensive coverage and innovative risk management strategies for both personal and business needs.
Estate Planning
We craft comprehensive strategies to minimize tax liabilities, facilitate smooth wealth transfer, and preserve your family’s financial well-being, securing your legacy for generations to come.
Retirement Planning
Empowering you to retire with confidence, our strategies and optimized investment portfolios are designed to help you achieve your retirement goals and live the lifestyle you’ve always envisioned.
Group Benefits
Enhance employee satisfaction, boost productivity, and drive long-term success with our tailored group benefits solutions, aligning with your company’s objectives and values to attract and retain top talent.
Get started with a 15-min call!
- Find out how it all works
- Ask whatever questions you like
- Decide if we’re a good fit
By completing this 10 minute survey, we’ll know enough about your situation to connect you with one of our professional advisors.
We’ll email you a calendar link within 1 business day so we can get you acquainted with the right professional.
