You follow me for financial ideas.
Let's put them into practice.

I'm Brandon Chapman, CFP®, CLU®.

My team helps you bring your investments, insurance, tax, and retirement decisions into one coordinated plan.

11+

Years Experience

150+

Business Owners Helped

$100M+

Assets Under Management

1,000+

In Force Policies

Brandon Chapman, CFP®, CLU®

As a Vancouver-based financial advisor, Brandon started SaaS Wealth to make financial planning personal again. Rather than templated advice, he works with business owners, professionals, families, and retirees across Canada to help you protect what you’ve built and plan confidently for what’s next.

Whether you’re managing business wealth, approaching retirement, or building long-term financial security, Brandon takes the time to understand your actual situation and build a strategy that works for your life.

Who We Help

Building a Business

You’ve built wealth inside your company and want to turn business success into personal financial independence.

Building a Family

You’re earning well but balancing investing, housing, children, insurance and long-term goals.

Approaching Retirement

You’ve accumulated wealth and need a coordinated strategy for turning it into income and enjoying what you’ve built.

See Yourself in a Real Planning Situation

Building Wealth Beyond the Business

Michael had built a valuable SaaS company, but most of his net worth was tied to one private business. Here's how we helped him turn business success into personal financial independence.

Read Michael's story

Building a Financial Plan

Around a Growing Family

Emily and John earn good money, but every dollar had several jobs. Here's how we helped them build a plan around the life they're building, not just the money they're earning.

Read Emily & John's story

Enjoy What You've Built

David and Lori had enough assets. What they didn't have was a coordinated retirement income strategy. Here's how we helped them turn "Do we have enough?" into "How do we use what we've built?"

Read David & Lori's story

Hear It Directly From a Client

“The biggest thing for me is just knowing that we’re going to grow together and that he has my best interests at heart.”

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

What's Next?

STEP 1

STEP 2

STEP 3

Complete the Booking Form

Meet for 30 Minutes

Decide if There's a Fit

Tell us what’s going on and what you’re trying to accomplish.

We’ll talk through where planning
may be able to help.

No pressure or obligation to proceed.

Frequently Asked Questions

What makes you different from other financial advisory firms?

We specialize in working with founders and tech entrepreneurs, so our advice is built around the specific challenges of running a tech business, not generic financial planning. You also get access to a full ecosystem of vetted partners in law, tax, and mortgages, not just an advisor.

How do I know if you're the right fit for me?

If you’re a founder or tech entrepreneur with wealth tied up in your business, and you’re looking for a financial partner who understands that world firsthand, we’re likely a strong fit. If you’re not sure, that’s exactly what the intro call is for. There’s no pressure and no obligation.

Do you charge for the initial call?

No. We start with a short survey to understand your situation, followed by a free 30-minute call to see if we’re the right fit.

Do I need to prepare for the introductory call?

No formal preparation is required, just complete the short form beforehand so we have some context on your situation. That way, we can make the most of our time together on the call.

Do you work with clients nationwide?

Yes. While our team is based in Vancouver, we work with founders and entrepreneurs across all of Canada.

Book a 30-Minute Intro Meeting

We’ll be in touch within 1 business day to connect you with the right professional.

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You follow me for financial ideas. Let's put them into practice.