
Founder at @advisorflow. Money & tech guy, Certified Financial Planner 🗡️🛡️ Obsessed with entrepreneurship and community building.
Vancouver, BC
Joined June 2011
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Brandon Chapman, CFP retweeted
Brandon Chapman, CFP retweeted
📍 AdvisorFlow is hitting the road this spring!
Our founder @_bchaps and Sales Director Brad will be at CAILBA in April.
@_bchaps will also attend @CALUcanada in May.
Look for our banner at CAILBA to discover how AdvisorFlow transforms your client experience.
Brandon Chapman, CFP retweeted
🎙 New episode alert!
We pulled highlights from our recent webinar featuring Emily Reed (@hey_advisor), Chris Brittain, & @_bchaps packed with tips to grow your client base online
Tune in now:
🎧 Spotify: bit.ly/3WDzSxS
🖥️ YouTube: bit.ly/4hIBEal
Brandon Chapman, CFP retweeted
📣 Join us tomorrow to see how AI is reshaping financial advising—from automating workflows to boosting compliance & personalization.
Featuring AI expert and one of Canada's top video creators of 2025 @ImKushanK (recognized by Edelman).
✍️ Register here: bit.ly/42S54fa
Brandon Chapman, CFP retweeted
📍AdvisorFlow is heading east!
Next week, our Founder @_bchaps and Sales Director Brad Hartfield will be at the CAILBA and @CALUcanada Conferences!
If you're attending, be sure to swing by our booth to connect!
Already using AdvisorFlow? DM us to set up an in-person visit!
Calling all young BC Parents!📚 The B.C. Training and
Education Savings Grant (BCTESG) is a grant that contributes $1,200 to eligible children, ensuring a future with education! Apply via the link below! #BCTESG #BCEducation #BC #BCparents #yvr
www2.gov.bc.ca/gov/content/e…
Looking to buy your first home? Learn how to get a $75,000 tax deduction on your down payment by watching this video! 🏡💰 Discover the powerful combination of the Home Buyers' Plan (HBP) and the First Home Savings Account (FHSA).#FHSA #FirstHomeSavingsAccount #HBP #BCrealestate
Canadian homebuyers, listen up!🍁🏘️ Discover the First Home Savings Account (#FHSA) and why opening it before year-end. ( before 2024) is a MUST.💡Don't miss out on potential deductions – act now for a brighter financial future!
#FirstHomesSavingAccount #CanadianFHSA #Homeowner
Are you looking to improve your credit score? Today, we're breaking it down with the "Top 5 Things That Affect Your Credit Score." 💡💳
#CreditScore #howtoimprovecreditscore #howtobuildcredit #credittips #borrowell #creditkarma #financialeducation #CreditEducation
Did you hear the buzz about Costco's exclusive gold bars?🛒💰One-ounce gold PAMP Suisse Lady Fortuna Veriscan bars are selling at Costco at around C$2,700! Exclusive to Costco members and limited availability!
📺Source: @CNBC
#Costco #Costcofinds #CostcoGold #costcocanada
Brandon Chapman, CFP retweeted
Let's get the #AdvocisFLM23Chat off and running. 🚀We'll be listing the questions and using the standard Q1 format. Please respond with the standard A1 format for each of your answers along with #AdvocisFLM23Chat. RT if you’re ready! 🙌
Do you have aging parents?👵👴 Here are some of the ways you can help them manage their finances. #financialadvisor #financialliteracy #family heyadvisor.ca/content/0ceaqw…
Get back to the basics with this infographic on budgeting.💰📝 #financialadvisor #financialliteracy
#personalfinance
#financialadvisor #financialliteracy
#personalfinance #budgeting #budgetcreation #budgeting #budgetdesign
heyadvisor.ca/content/0ceaqw…
After May 2024, your #BCAirBnB 🇨🇦 listing may be impacted. With BC's short-term rental regulations changing, I spoke to @SteveSaretsky & Ryan O'Hearn, seasoned #BC real estate agents.
What tips do you have for property owners who Airbnb their properties? #RealEstateBC #BCHousing
Curious about the future of AirBnB & short-term rentals in BC?🇨🇦 Join the conversation featuring experienced BC real estate agents, @SteveSaretsky & Ryan O'Hearn, in our latest YouTube video on the future of AirBnB in #BC.
youtu.be/nIYYXIW-zpQ?si=Pa9P…
#AirBnBBC #RealEstateBC #airBnB
With BC's short-term rental regulations changing, I spoke to experts @SteveSaretsky & Ryan O'Hearn, seasoned BC real estate agents. 🏡 After May 2024, your B.C. AirBnB🍁 listing may be impacted. What should owners and users consider?🤔#BCAirBnB #RealEstateBC #BCHousingMarket
Looking to buy your first home?🏡 Have you heard of this trick about the (FHSA) First Homes Savings Account? Watch to learn how to save more on your down payment!! #canadianfhsa #fhsa #canadianrrsp #retirement #savingstips #retirementtips
Important Changes Ahead for BC AirBnB🚫After May 2024, your AirBnB listing may no longer be valid. We caught up w/ BC real estate experts, @SteveSaretsky & Ryan O'Hearn, to discuss the new regulations. Learn what these rules mean for BC & its real estate market. #BCRealEstate
When buying your first house, it is important to ensure you understand the process so that you don’t miss any steps. Take a look at this infographic to learn more.
#financialadvisor #financialliteracy
#homeownership heyadvisor.ca/content/0ceaqw…
How to Avoid Double Taxation While Selling Your Property to Your Kids👪💰 #doubletaxation #canadianrealestate #realestate #canadiantax #sellingproperty #cfp
Source: Mark McGrath CFP










