Advice built around your goals.
Not a template.

Wherever you are in life, we've got you covered.

SaaS Wealth Helps You:

Minimize Risk

Whether your wealth is tied up in a business, a portfolio, or your family’s future, we help you build financial security that can withstand the unexpected.

Diversify

Your net worth shouldn’t rise and fall with the market alone. We build a diversified strategy so your future isn’t riding on one single bet.

Connect

We do more than manage your finances. We plug you into a network of legal, tax, and business experts who support you at every stage.

Hi, I’m Brandon Chapman, CFP®

I started SaaS Wealth to make financial planning feel personal again, built around your actual goals, not a generic template.

We work with business owners, retirees, families, and professionals across Canada to help you protect what you’ve built and plan confidently for what’s ahead.

Our Financial Planning Includes

A personalized approach to growing and protecting your investments, adjusted as your goals change.

A financial foundation built around your business, strong enough to withstand market swings.

A retirement plan built around the lifestyle you want, not a generic withdrawal formula.

Reduce taxes, transfer wealth efficiently, and protect your family’s financial future for generations.

Coverage built around your actual risk, tailored to protect your income, family, and business.

Benefits built around your team and budget, designed to support retention and wellbeing as you grow.

Stock options, RSUs, and equity can be costly to get wrong. We help you know when to act.

Free Resources

Want to keep more of what you earn?

Learn key strategies to help reduce your tax bill and keep more of what you earn.

Is your wealth working as hard as you are?

Identify opportunities across your investments, taxes, insurance, and financial plan.

What Our Clients Are Saying:

    
 
 
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   Janelle Kuntz 
 
 
 
  I have had the pleasure of working with this team for several years, which have helped me grow my investment portfolio in ways I could not have done alone. Brandon always provides astute guidance for financial advice, and Kevin helped me secure a mortgage on my second property. Highly recommend SaaS for a high quality and assured team of advisors.
  
 
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   Jordan Eng 
 
 
 
  We've been clients of Brandon's since 2021, and he's consistently provided an excellent quality of service with a successful track record to date. In addition, he's a great person and is always hosting events and finding way to bring the community together. My wife and I are very happy to have Brandon both as an advisor and as a friend, and would recommend him to anyone looking for a quality FA
  
 
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   Teagan Muis 
 
 
 
  My wife and I have been working with Lexx for just over a year. I reached out to him for financial advice after meeting him and playing with him at our local golf course. Lexx helped us with setting up insurance to cover ourselves, and helped us start investing for our future. We recently purchased our first property and Lexx was a guiding light during that stressful process, ensuring that the funds were available and transactions processed in time for the sale.

Lexx has been great to work with I would highly recommend having a conversation with him if you have questions about your financial future.
  
 
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   Isuru Withanage 
 
 
 
  Brandon has been great to work with over the past few years.
  
 
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   Sajith Dimal 
 
 
 
  I had an excellent experience with Brandon Chapman from SaaS Wealth (saaswealth.ca). He guided me through my insurance application and helped me find the right policy to meet my needs.

Brandon was always professional and punctual, patiently explaining each step of the process and ensuring that I felt confident in my decisions. His approach was pressure-free and focused entirely on what was best for me. I highly recommend Brandon to anyone in search of a knowledgeable and trustworthy insurance advisor!
  
 
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   Natasha Vernon-Jarvis 
 
 
 
  We have had a lovely experience getting started with Brandon and SASS Wealth. We feel way more comfortable and confident in our financial situation and feel we are in good hands with their expertise. Eager to grow together for years to come!
  
 
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   Sussanah Enright 
 
 
 
  Brandon has been fantastic to work with.
We have been going through some life changes and through every one he has been
supportive and helpful in guiding us in a direction that is best suited for our life style. He has great communication and is always welcoming. We highly recommend Brandon!
  
 
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   Ilya Brotzky 
 
 
 
  Brandon is the best in the business!! Highly recommended!
  
 
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   Matthew Wiebe 
 
 
 
  Appreciated the insight and detail we went through for determining both insurance and investment strategies while growing a young family. Brandon was incredibly patient through several months of extensive research & questions so we could make informed decisions balancing our ambitions and risk. Can’t thank you enough!! Highly recommend!.
  
 
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   Jeremy P 
 
 
 
  So thankful to have Brandon as part of our family’s Financial Team. Brandon goes above and beyond to help his clients, get to know them, and provides expert advice on all things investment, insurance, and general wealth building strategies. Our family wouldn’t be in the comfortable position it is today without Brandon’s support and guidance
  
 
  
  
 
 
   Google rating score: 5.0 of 5, based on 24 reviews