Working with Us
Navigate your entrepreneurial journey with confidence
Our financial planning includes:
Wealth
Management
Business Financial
Security Planning
Insurance
Planning
Estate
Planning
Retirement
Planning
Group
Benefits
The SaaS Wealth Difference
Ilya Brotzky2024-07-09Brandon is the best in the business!! Highly recommended!
Matthew Wiebe2024-06-15Appreciated 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!.
Jeremy P2024-06-15So 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
I-Chant A. Chiang2023-04-09We have been working with Brandon for a few years and couldn’t be happier. He gave us a lot of education at the beginning to help us understand more about financial planning and investing. He is patient with us when we have questions and puts us in touch with people or resources that we request. Brandon always remembers many details about our lives, and it always feels like we’re talking with a knowledgeable friend. Our portfolios have also performed very well with Brandon, and he has helped us identify funds that identify with our values so that we feel good about where our investments are going. Olivia is also part of the team, and she always keeps us informed of events and makes sure communications are running smoothly. We highly recommend Brandon to our friends and will continue working with him!
Vivian Chan2022-04-02SaaS Wealth provides a very modern approach to financial planning and wealth management. The onboarding process is beautifully clear, simple and logical. They have a SaaS platform to track and provide holistic view of your finances. Brandon is truly an advisor, he is someone you would go to before making big life decisions who can provide clear point of view on the financial and liability considerations of those actions. I've referred a number of people to SaaS and they are still clients.
Alberta Kinesiology2022-04-01Through my years of working with Brandon he has proven to be reliable, responsive, approachable and realistic. His education and patience has been paramount in setting up a brighter future for my family and I. 10/10 would recommend!
Mark TJ2022-03-27Brandon is a knowledgeable and personable financial advisor who makes complicated financial topics easy for you. He takes care of his clients and I would recommend him and SaaS to anyone, whether new or experienced in the world of finance.
Marcus A2022-03-27Brandon has always been a great advisor. He provides expert service and advice for me and my family.
JagJeet Singh2022-02-19Brandon has been my & family Financial Advisor since we moved to Vancouver, He has thorough knowledge about the products and tools to achieve one's financial goals, he has an amazing personality and a very humble person, I highly recommend Brandon Chapman for any one looking for their personal Financial Advisor 👍
How it Works
Welcome to the TechFounder’s Table
STEP 1. IDEATION
Insurance & Financial Onboarding
This step is about making sure your immediate needs are covered quickly, allowing you to concentrate on what you do best — innovating and growing your tech business. We streamline onboarding with tech tools, focusing on immediate needs like insurance and boosting cashflow, to ensure you’re prepared to bring your vision to life. It’s about securing the groundwork, much like validating your startup idea, setting the stage for everything that follows.
STEP 2. DEVELOPMENT TO LAUNCH
Visionary Mapping
This step unfolds into six detailed phases, each tailored to provide you with a robust strategy that aligns with your vision & values. Ensuring your financial strategy is as innovative and well-crafted as your tech solution:
Clarify Vision & Values
Align your financial goals with your core values and the impact you aim to create, setting the foundation for a meaningful and directed financial strategy.
Assess Financial Fortitude
Dive deep into your financial health, evaluating assets, liabilities, and investment strategies to strengthen your financial base.
Navigate Risks & Opportunities
Identify and analyze potential areas of exposure and uncover growth opportunities to ensure a diversified approach to your financial well-being
Craft the Strategy
Develop a comprehensive, personalized financial strategy that incorporates both traditional and innovative financial tools.
Implement with Precision
Take actionable steps towards implementing your strategy, leveraging technology for efficiency and accuracy.
Monitor, Adapt, Evolve
Regularly review and adjust your financial plan to stay aligned with your evolving goals and the changing market landscape.
STEP 3. EXPANSION
Forging Your Roundtable
This step brings together legal, tax, and technology experts to complete your advisory team, evolving with you as your business grows. Benefit from diverse perspectives and specialized advice as you navigate new challenges and opportunities, ensuring that every aspect of your financial and business strategy is optimized for success.
You’re In Good Company
Frequently Asked Questions
We empower every client to feel financially secure, allowing them to take calculated risks in their business and explore new opportunities. We assist our clients in balancing competing priorities and choosing the right investment solutions tailored to their individual needs. Our customized portfolio design ensures that each client gains total control over their finances, enabling them to achieve their financial goals effectively.
Take the first step toward achieving your financial goals by scheduling an initial online consultation with one of our advisors to discuss your needs, goals, and how we can help you succeed.
Our mission at SaaS Wealth is to empower every client to achieve financial success and security through personalized financial planning, expert guidance, and innovative solutions. We are committed to building long-term relationships based on trust, transparency, and providing exceptional service that exceeds our clients’ expectations.
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Get started with a 15-min call!
- Find out how it all works
- Ask whatever questions you like
- Decide if we’re a good fit
By completing this 10 minute survey, we’ll know enough about your situation to connect you with one of our professional advisors.
We’ll email you a calendar link within 1 business day so we can get you acquainted with the right professional.
