CLIENT LOGIN
CONTACT US

Our Team

Safeguarding What You’ve Built

SaaS Wealth Insurance Team
Untitled design

Brandon Chapman, CFP®, CLU®

Brandon is a Vancouver-based Financial Advisor who works closely with private enterprise owners, incorporated professionals, technology founders, and families navigating growth, liquidity and increasingly complex financial decisions.

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

Barry Soper CFP®

Aileen Dasalla

Aileenn Headshot E

Alexander ‘Lexx’ Potter CFP®

Kirk Wakefield

Lina Khan

Dylan Phan

Ivy Wang

Jackie Peng

Product Providers

CanadaLife_E_TM
rbc-logo
0380_637677179025275612
Manulife-Insurance-Company
Fidelity-Logo
dimensional-logo
LEARN MORE ABOUT OUR APPROACH

Referral Partners

Founders & Leadership We Work With

buddirlogo-1
f913f42702b0-VanHack_logo_square
Riipen-Logo-New-1
apollo-removebg-preview
Amazon_PNG6
Mailchimp-logo
pngimg.com - walt_disney_PNG20
Salesforce.com_logo.svg
SAP_2011_logo.svg
Shopify_Logo
Sony-logo
microsoft-logo-8EE94BD68A-seeklogo.com
Paypal_2014_logo
Financial-Clients.jpg

AdvisorFlow

LOGIN
two-business-people-with-wheelchair-in-the-office-PEQYVCU.jpg

Quadrus

LOGIN

Signup for Our Newsletter!

By submitting my contact information, I give my express consent to receive ongoing communications.

Barry Soper

Senior Financial Advisor

Barry Soper, CFP® is a Certified Financial Planner and Financial Security Advisor with over 28 years of experience helping individuals, families, and business owners build effective financial strategies.

With a background spanning financial planning, insurance, real estate, and business management, Barry brings a well-rounded perspective to retirement planning, wealth protection, and long-term financial decision-making. Through his client-focused approach, he helps simplify complex financial matters and create strategies designed around each client’s goals.

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, CFP®

Senior Financial Advisor

Alexander “Lexx” Potter, CFP®

Lexx is a Certified Financial Planner® who helps incorporated business owners and professionals protect their income, put retained earnings to work, and build a sustainable retirement income.

Through his Stewardship Gap Assessment, Lexx helps clients compare their current financial arrangements with what they want to achieve for their business and family. He uses those findings to set priorities across insurance, investments and retirement planning.

Kirk Wakefield

Advisor Emeritus

Kirk Wakefield has spent decades helping individuals and families navigate their financial lives with thoughtful advice, careful listening, and a commitment to long-term relationships.

Through KW Wakefield Financial, Kirk built a practice centred on understanding each client’s goals and bringing together investment, retirement, insurance, tax, and estate-planning considerations into a coordinated strategy. Many of the relationships he developed have continued across generations.

Now largely retired from day-to-day advising, Kirk serves as Advisor Emeritus with SaaS Wealth, remaining connected to the team and the clients he has worked with over the years while helping support a thoughtful transition to the next generation of advisors. His experience, perspective, and relationship-first approach continue to influence how we serve clients today.

Lina Khan

Administrative Associate 

Lina Khan is an accomplished Administrative Assistant at SaaS Wealth Insurance, bringing a robust background in finance, and office management to her role. With a Bachelor of Business Administration in System Analysis, Lina possesses a strong academic foundation that complements her practical experience. Her previous role as a Financial Advisor has honed her analytical skills and deepened her understanding of financial principles, which she applies adeptly in her current position.

Renowned for her exceptional relationship-building skills and leadership capabilities, Lina excels in fostering cross-functional team collaboration and overseeing operational management. Her meticulous attention to detail, organizational prowess, and superior communication skills make her a pivotal asset to the team. Fluent in Arabic, Urdu, English, and Hindi, she navigates diverse environments with ease, ensuring efficient administrative operations and outstanding customer service.

Dylan Phan

Marketing and Business Development

Dylan is studying Finance and Accounting at Simon Fraser University and works across marketing and business development. His work spans brand initiatives, prospect engagement, and relationship development, helping grow the firm’s presence while creating stronger connections with clients and partners.

Ivy Wang

Marketing and Community Lead

Ivy is a Beedie School of Business graduate with a background in business and marketing. She leads the firm’s marketing and events initiatives while building relationships with clients, advisor partners, and the broader professional community. She takes a strategic approach to how the firm shows up, both online and in person, shaping the brand through thoughtful content, events, and client experience. She believes the strongest relationships are built through genuine, consistent connection, and brings that perspective to her work at SaaS Wealth.

Jackie Peng

Administrative Coordinator

Jackie supports the day-to-day operations of the firm as an Administrative Coordinator, helping keep internal processes organized and ensuring clients and advisors have a smooth experience. She brings a detail-oriented and dependable approach to coordinating communications, managing administrative needs, and supporting the team across the business.