Is your portfolio built around your plan?

A free review of what you own, what you're paying, and whether it's actually working for you.

11+

Years Experience

150+

Business Owners Helped

$100M+

Assets Under Management

1,000+

In Force Policies

Three Questions Worth Answering

Is my money positioned for what I’m actually trying to do?

What am I paying, all in?

What am I getting back for it?

If you can’t answer all three right now, you’re not alone. Book a review and we’ll walk through it together.

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Brandon Chapman, CFP®, CLU®

I’m Brandon Chapman, and my team at SaaS Wealth reviews portfolios for business owners, professionals, families and retirees, anyone who wants a clear answer to what they’re paying, what they own, and whether it’s actually working toward their goals.

What's Next?

STEP 1.

Complete the Booking Form

Tell us a bit about your situation so we can prepare for your review.

STEP 2.

Book Your Introductory Meeting

We’ll follow up to schedule a 30-minute meeting to go through your portfolio together.

STEP 3.

Get a Clear Picture

We’ll walk through what you’re paying, what you own, and whether it’s working toward your goals.

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 profile picture
Janelle Kuntz
Google star 1Google star 2Google star 3Google star 4Google star 5
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 profile picture
Jordan Eng
Google star 1Google star 2Google star 3Google star 4Google star 5
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 profile picture
Teagan Muis
Google star 1Google star 2Google star 3Google star 4Google star 5
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 profile picture
Isuru Withanage
Google star 1Google star 2Google star 3Google star 4Google star 5
Brandon has been great to work with over the past few years.
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Sajith Dimal profile picture
Sajith Dimal
Google star 1Google star 2Google star 3Google star 4Google star 5
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 profile picture
Natasha Vernon-Jarvis
Google star 1Google star 2Google star 3Google star 4Google star 5
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 profile picture
Sussanah Enright
Google star 1Google star 2Google star 3Google star 4Google star 5
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 profile picture
Ilya Brotzky
Google star 1Google star 2Google star 3Google star 4Google star 5
Brandon is the best in the business!! Highly recommended!
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Matthew Wiebe profile picture
Matthew Wiebe
Google star 1Google star 2Google star 3Google star 4Google star 5
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 profile picture
Jeremy P
Google star 1Google star 2Google star 3Google star 4Google star 5
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

Frequently Asked Questions

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.

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.

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.

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.

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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