Working with Us

Navigate your entrepreneurial journey with confidence

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Our financial planning includes:

Wealth
Management

Business Financial
Security Planning

Insurance

Planning

Estate

Planning

Retirement
Planning

Group

Benefits

The SaaS Wealth Difference

I-Chant A. Chiang
I-Chant A. Chiang
2023-04-09
We 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 Chan
Vivian Chan
2022-04-02
SaaS 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 Kinesiology
Alberta Kinesiology
2022-04-01
Through 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 TJ
Mark TJ
2022-03-27
Brandon 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 A
Marcus A
2022-03-27
Brandon has always been a great advisor. He provides expert service and advice for me and my family.
JagJeet Singh
JagJeet Singh
2022-02-19
Brandon 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 👍
Harrison C
Harrison C
2021-01-06
Trust is the biggest thing for me when it comes to personal finance and I'm glad I've been able to count on Brandon the past couple of years. Between building my foundational strategy as I started my career and recent adjustments as my priorities change, Brandon always met me right where I'm at and worked with me on a personal strategy that's truly tailored to my needs. It puts my mind at ease knowing that I can continue to count on Brandon for years to come. If you're interested in getting some help navigating financial systems, sorting out intricacies of financial instruments, or just need some independent advice, give Brandon a call. You won't regret it.
Helen Trinh
Helen Trinh
2021-01-04
I've been working Brandon for over 3 years and is a knowledgeable advisor who has your best interest at heart. He will give you his recommendation and you are in control of deciding what's best - however I find myself often going with Brandon's recommendation. I work in the finance and accounting industry and I would highly recommend anyone who is looking for a financial advisor. Brandon is someone you can talk to about your portfolio but also have a beer with (if you want!).
Joshua Tiong
Joshua Tiong
2021-01-04
I've enjoyed working with Brandon and his team for the past several years and have no hesitations recommending him as a trusthworthy and reliable financial advisor. I appreciate that Brandon has excellent knowledge across all areas of financial planning, carries out his work with great professionalism, always acts as a fiduciary to provide unbiased professional advice, and has developed a strong network of professional contacs to provide a holistic service. We have worked together to develop and maintain a holistic financial plan tailored to my situation and outlook, and I look forward to the years ahead working with Brandon.

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

"We 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!"
I-Chant A. Chiang

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.

You can follow us on LinkedIn for professional updates, industry insights, and company news. 

 

Subscribe to our YouTube channel for informative videos, client testimonials and webinars. 

 

Don’t forget to sign up for our newsletter to receive exclusive content, event invitations, and important financial deadlines directly to your inbox.

Get started with a 15-min call!

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.

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