Our Team

Safeguarding Tech Founders’ Financial Interests

Brandon Chapman, CFP®

Brandon is a Financial Advisor to Vancouver SaaS founders scaling their businesses beyond $500K ARR. He also runs his own FinTech company.

Automating client data collection, AdvisorFlow gets advisors out of their email and into the cloud. Always leveraging technology to create more time for human interaction, Brandon and his team believe the sweet spot to financial planning is where tradition meets innovation.

Their approach is rooted in collaboration, embodying a modern-day “roundtable” of advisory services that champion tech-driven prosperity.

Meet The Team

Kirk Wakefield

Aileen Dasalla

Alexander ‘Lexx’ Potter

Senior Financial Advisor

Kirk Wakefield is well appreciated by his clients for his attention to detail, good listening skills and his vast experience in the field.  Since KWWF’s inception, Kirk has focused on building long-term relationships with his growing client base.

As a certified financial advisor and estate planner, Kirk coordinates the wealth management process to ensure that your wealth map stays current and meets your family’s requirements. Kirk will assist in identifying your goals and will work with you to implement a series of strategies that will help in realizing your vision for the future.

Marketing & Administrative Associate

As the client relations specialist, Olivia assists with general inquiries and client updates.  She is readily available to assist and guide our clients.  She keeps our business organized and running smoothly. 

In her free time, Olivia loves playing tennis, taking dance classes, and biking around the city.

Associate Advisor 

Alexander ‘Lexx’ Potter is a Financial Strategy Specialist serving Business Owners, Families and Individuals with wealth accumulation, preservation and legacy solutions. He is known in some circles as “The 4man of Finance” because of his unique, 4 question approach to simplifying the financial planning process.

He lives his passion for increasing financial literacy by helping his clients ‘find their voice’ with relation to their finances so that they experience the greater confidence and control that comes with having a Financial Plan.

Product Providers

Referral Partners

Founders & Leadership We Work With

Kirk Wakefield

Senior Financial Advisor

Kirk Wakefield is well appreciated by his clients for his attention to detail, good listening skills and his vast experience in the field.  Since KWWF’s inception, Kirk has focused on building long-term relationships with his growing client base.

As a certified financial advisor and estate planner, Kirk coordinates the wealth management process to ensure that your wealth map stays current and meets your family’s requirements. Kirk will assist in identifying your goals and will work with you to implement a series of strategies that will help in realizing your vision for the future.

Aileen Dasalla

Junior Financial Advisor

Aileen Dasalla is a dedicated Financial Advisor who helps clients plan for a secure financial future. She earned her BBA from Simon Fraser University with concentrations in Finance and Management Information Systems (MIS), combining her academic knowledge with practical skills to provide exceptional financial guidance.

Aileen specializes in creating customized financial plans that fit each client’s individual goals. She’s dedicated to understanding your unique situation and crafting strategies that work for you. Her goal is to make financial planning approachable and effective, guiding clients every step of the way to ensure they feel confident about their financial future.

Alexander ‘Lexx’ Potter

Associate Advisor 

Alexander ‘Lexx’ Potter is a Financial Strategy Specialist serving Business Owners, Families and Individuals with wealth accumulation, preservation and legacy solutions. He is known in some circles as “The 4man of Finance” because of his unique, 4 question approach to simplifying the financial planning process.

He lives his passion for increasing financial literacy by helping his clients ‘find their voice’ with relation to their finances so that they experience the greater confidence and control that comes with having a Financial Plan.

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