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Safeguarding What You’ve Built

SaaS Wealth Insurance Team
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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

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Alexander ‘Lexx’ Potter CFP®

Kirk Wakefield

Lina Khan

Dylan Phan

Ivy Wang

Jackie Peng

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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

Associate Advisor 

Alexander “Lexx” Potter, CFP®

Strategic Financial Planner for Business Owners Who Want to Keep More of What They
Earn

Most financial advisors help you grow your money.

Lexx helps you stop losing it first.

As a Certified Financial Planner, Lexx Potter works with incorporated business owners
and high-income professionals who are tired of watching 40–50% of their income
disappear to taxes—and suspect there’s a better way but haven’t been shown how.

His approach is built around a simple but powerful framework:
If something happens, what’s your plan?
When you’re gone, what happens next?
How are you managing money now?
And how does that evolve over time?

From there, he engineers a coordinated strategy that integrates insurance, corporate
structure, tax planning, and long-term wealth extraction—so nothing operates in
isolation and nothing gets missed.

Lexx is best known for helping business owners:
• Reduce unnecessary tax drag and improve cash flow
• Convert retained earnings into long-term, tax-efficient wealth
• Protect both personal income and business continuity
• Build a clear path from active income to sustainable retirement income

Where most advisors offer products, Lexx delivers a roadmap—one that evolves as a
business grows from early-stage decisions to advanced corporate strategies.
His clients don’t come to him because they need another opinion.
They come because they want clarity, coordination, and control over outcomes that
are too important to leave to chance.

Known for his direct style, strategic thinking, and ability to simplify complex decisions,
Lexx operates as the quarterback of his clients’ financial lives—working alongside
accountants and lawyers to ensure every move is intentional and aligned.

Because at a certain level, it’s no longer about making more money.

It’s about keeping more of it—and using it properly.

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.