Our Team
Safeguarding Tech Founders’ Financial Interests
Brandon Chapman, CFP®, CLU®
Brandon is a Vancouver-based Financial Advisor who works closely with private enterprise owners, incorporated professionals, and SaaS founders scaling beyond $500K in revenue.
He holds the CERTIFIED FINANCIAL PLANNER® designation and earned his Chartered Life Underwriter® designation in 2019, reflecting a commitment to advanced financial and estate planning.
With deep experience across both insurance and investment planning, Brandon maintains strong relationships with Canada’s leading carriers to deliver integrated strategies tailored to business owners. His collaborative approach brings together legal, tax, and planning professionals to support clients through liquidity events, succession planning, and long-term wealth preservation.
Brandon also contributes to the evolution of the profession through his involvement with CALU and by leading the national Technology Committee at Advocis, where he advocates for innovation in advisor practices.
Meet The Team
Kirk Wakefield
Aileen Dasalla
Alexander ‘Lexx’ Potter CFP®
Lina Khan
Harjot Dhillon
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.
Referral Partners
