About Us
Leading Canadian SaaS Founders to Financial Security
Our Mission:
Our mission is straightforward: assist SaaS founders in diversifying their wealth wisely, avoiding unnecessary risks. By examining every aspect of their financial situation, from net worth diversification to investment planning, we ensure founders make informed decisions that strengthen their financial security and support their entrepreneurial journey.
What Drives Us:
WE BELIEVE IN LEVERAGING INNOVATIVE TECHNOLOGY
We rely on the best financial planning tools available on today’s market to build accurate projections, select the right strategies, and create a seamless client experience.
WE BELIEVE IN TOTAL TRANSPARENCY
Planning your financial future can feel overwhelming. That’s why we believe in a knowledge-focused approach that keeps you informed of all relevant information in the face of difficult decisions.
WE BELIEVE IN CONNECTIONS
When you partner with us, you partner with our network of vetted industry leaders, diverse professionals, and leading financial institutions. If we can’t help with something, we know someone who will.
WE BELIEVE IN A PERSONALIZED APPROACH
We plan with only you—and your future—in mind. That’s why it’s so important for us to understand where you are now and where you would like to go—so we can help you get there faster.
Why Choose SaaS Wealth?
Work with a Peer
As a tech founder myself, I am better positioned to understand your needs and help you avoid pitfalls.
Deep Personalization
Each founder’s situation is unique, and we tailor our advice accordingly, ensuring that it is relevant and impactful.
Enabling with Technology
We believe in leveraging tech to enhance the efficiency and effectiveness of financial advice.
Network Building
We connect founders with a broader ecosystem that can support their business growth and success.
Education & Empowerment
We explain the ‘why’ behind our financial strategies, ensuring that founders understand the impact on their business & personal wealth.
Blend Tradition & Innovation
We safeguards founders’ financial well-being as well as advance it with the latest technological solutions.
What our clients are saying:
I-Chant A. Chiang2023-04-09We have been working with Brandon for a few years and couldn’t be happier. He gave us a lot of education at the beginning to help us understand more about financial planning and investing. He is patient with us when we have questions and puts us in touch with people or resources that we request. Brandon always remembers many details about our lives, and it always feels like we’re talking with a knowledgeable friend. Our portfolios have also performed very well with Brandon, and he has helped us identify funds that identify with our values so that we feel good about where our investments are going. Olivia is also part of the team, and she always keeps us informed of events and makes sure communications are running smoothly. We highly recommend Brandon to our friends and will continue working with him!
Vivian Chan2022-04-02SaaS 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 Kinesiology2022-04-01Through 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 TJ2022-03-27Brandon 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 A2022-03-27Brandon has always been a great advisor. He provides expert service and advice for me and my family.
JagJeet Singh2022-02-19Brandon 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 👍
Harrison C2021-01-06Trust 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 Trinh2021-01-04I'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!).
Joshua Tiong2021-01-04I've enjoyed working with Brandon and his team for the past several years and have no hesitations recommending him as a trusthworthy and reliable financial advisor. I appreciate that Brandon has excellent knowledge across all areas of financial planning, carries out his work with great professionalism, always acts as a fiduciary to provide unbiased professional advice, and has developed a strong network of professional contacs to provide a holistic service. We have worked together to develop and maintain a holistic financial plan tailored to my situation and outlook, and I look forward to the years ahead working with Brandon.
Product Providers
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.
Our comprehensive financial planning includes:
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.
Case Studies
Frequently Asked Questions
We empower every client to feel financially secure, allowing them to take calculated risks in their business and explore new opportunities. We assist our clients in balancing competing priorities and choosing the right investment solutions tailored to their individual needs. Our customized portfolio design ensures that each client gains total control over their finances, enabling them to achieve their financial goals effectively.
Take the first step toward achieving your financial goals by scheduling an initial online consultation with one of our advisors to discuss your needs, goals, and how we can help you succeed.
Our mission at SaaS Wealth is to empower every client to achieve financial success and security through personalized financial planning, expert guidance, and innovative solutions. We are committed to building long-term relationships based on trust, transparency, and providing exceptional service that exceeds our clients’ expectations.
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