Our Story

Six people dressed in festive holiday attire smiling and holding glasses, with a small decorated Christmas tree in front, and four others visible on a video call screen in the background.
Six smiling coworkers wearing white branded t-shirts standing together at a marina with boats and buildings in the background.
Group of nine young adults smiling outdoors on a patio with trees and railing in the background.
Our founder, Brandon Chapman, started AdvisorFlow as a fun passion project but it quickly turned into a full-time business. As a financial planner with his own wealth and insurance practice, he struggled with his traditional pen and paper client onboarding system. He tried using a few word and excel documents but he still spent hours gathering basic client information. This led him to start AdvisorFlow to empower Canadian Advisors with intuitive technology to get Canadians ahead financially.

Our core values

We are a lean, resourceful and efficient team, and we take pride in our culture as much as the product we’re creating. It’s one built on integrity, focused on community, fueled by passion, and ultimately, driven to excellence by one another.

Ready to join us? See how we can make an impact together.
INTEGRITY
As a financial service platform, we understand the level of responsibility we’ve been entrusted with and we take your privacy very seriously.
PASSION
We are passionate about our mission to change the way advisors connect with their clients through technology that's outcomes-driven.
COMMUNITY
We are hyper customer-focused, constantly asking for feedback and implementing solutions for our community of financial advisors.
GROWTH-ORIENTED
We take the time to reflect on improvement and get up again because we're committed to help you grow and stay innovative.
CURIOSITY
It’s in our nature to question the status quo. This tendency helps us innovate, problem-solve quickly, and create value every step of the way.
EXCELLENCE
The combination of our skills, experiences, and interests is a key innovation factor and a significant catalyst to our long-term success.

Meet Our Team: The Driving Force Behind Our Success

Discover the faces behind our expertise. Meet our dedicated team members, each contributing a unique perspective to our shared commitment to excellence. Learn more about the professionals shaping our success.

Brandon Chapman, CFP, CLU

Founder

Brandon Chapman, CFP, CLU

Founder

Brandon is a born entrepreneur. He"s been building businesses for the last 10 years and while building his financial planning practice realized that the technology solutions available weren’t intuitive enough to run a scalable practice.ng background in product development and market research. She is skilled at aligning product features with customer needs and business goals.

Brad Hartfield

Director of Sales & Business Development

Brad Hartfield

Director of Sales & Business Development

With over 20 years of experience in sales and support, Brad has been a trusted partner to Canadian financial advisors, helping them optimize their CRM and financial tools to drive efficiency and value. His passion lies in fostering meaningful relationships with both advisors and head office, ensuring lasting success.

Shirin Escarcha

Creative Consultant

Shirin Escarcha

Creative Consultant

Shirin is adept at using creative elements to make digital transformations palatable. New tech systems don"t have to be daunting! From user interface to copy, Shirin is designing AdvisorFlow to be intuitive and accessible for advisors and their clients alike.

Aaron Janes

Technical Lead

Aaron Janes

Technical Lead

Aaron brings a strong strategic mindset to AdvisorFlow, combining project leadership, clear communication, and a deep understanding of business needs. With experience helping teams streamline processes and work more efficiently, he ensures every initiative moves forward with clarity and purpose. Aaron is passionate about supporting advisors with tools that reduce guesswork and create meaningful impact.

Christopher Yourth

Intermediate Software Developer

Christopher Yourth

Intermediate Software Developer

Chris is a full-stack developer who enjoys the constant evolving and changing field of developing. With a mathematics background he is able to think analytically and critically to solve problems.

Sahib Singh

Software Developer

Sahib Singh

Software Developer

Sahib is a software developer who enjoys solving puzzles and creating applications. He strives to become a versatile developer that can create quality software and resolve issues effectively.

Roujyar Darvish

Product Designer

Roujyar Darvish

Product Designer

Roujyar is a dedicated product designer. Armed with a post-degree diploma in Web & Application Design from Langara, she specializes in crafting UCD that blends creativity with functionality. She is excited to bring her experience in delivering intuitive solutions and staying ahead of design trends to our team. Let's create designs that not only look good but also enhance user experiences.

Ivy Wang

Marketing & Communication Coordinator

Ivy Wang

Marketing & Communication Coordinator

Ivy is a final-year BBA student at the SFU Beedie School of Business, specializing in Marketing and International Business. She enjoys exploring how businesses connect with people and markets, and is eager to apply her skills in marketing and collaboration. At AdvisorFlow, she looks forward to supporting brand growth and creating meaningful impact.

Niccolò Bellentani

Business Development Intern

Niccolò Bellentani

Business Development Intern

Niccolò is a Business Development Intern who builds client relationships, supports sales initiatives, and contributes to strategic partnerships. With prior experience managing federal and provincial political campaigns, and as a Political Science student, he brings strong communication skills to advancing scalable financial technology solutions.

Amardeep Sangha

Software Development Intern

Amardeep Sangha

Software Development Intern

Amardeep is a 4th year student at SFU majoring in computing science specializing in artificial intelligence. He’s passionate about leveraging his skills to solve complex problems and create real world impact. He’s also a huge sports enthusiast and loves to play soccer, volleyball, and ultimate frisbee.

Saketh Poori

Software Development Intern

Saketh Poori

Software Development Intern

Saketh is a Computer Science student at SFU with a passion for tackling complex problems and building practical solutions. He enjoys experimenting with new tools and technologies to push the limits of what he can create. Always motivated to grow, he seeks out projects that challenge him and expand his expertise.

Bryan Trieu

Business Development Intern

Bryan Trieu

Business Development Intern

Bryan Trieu is an Economics and Business student at SFU, with a strong interest in finance and sales. He enjoys tackling complex problems and applying analytical thinking to real-world business and investment contexts. With a client-focused mindset and an interest in how financial products are positioned and delivered, Bryan is eager to develop his skills as a business development intern.

Explore Career Opportunities with AdvisorFlow

Interested in shaping the future of fintech with us? We'd love to hear from you. Whether you're applying for an open position or just want to share your portfolio, fill out the form below or send us an email at careers@advisorflow.ca. Let's explore how your talents can contribute to our mission of making financial services more accessible and user-friendly.
We currently do not have any open positions, but we welcome you to stay tuned for future opportunities that align with your skills and interests.

More In the Blogs

How Financial Advisors Can Elevate Client Experience in 2026
Many advisors still spend most of their energy on prospecting. In today’s environment, client experience, retention, and ongoing engagement are just as important. When you look at your client journey from onboarding to annual reviews, you can see clear opportunities to use technology that saves time, reduces friction, and strengthens relationships.
From Paper to Portal: How Digital Transformation Redefines Client Experience
Historically, the wealth management industry has been slow to adopt digital tools. But that’s changing quickly. A recent Ernst & Young (EY) survey shows a major shift: the percentage of investors who prefer virtual consultations as their main advice channel jumped from 12% in 2021 to over 40% today, bringing digital interactions on par with in-person meetings. Modern tools help streamline workflows, reduce friction, and give clients clear visibility into their financial journey. This creates a more connected and confident experience – but how can advisors use technology to meet client expectations?
Why Compliance Is Actually a Growth Strategy (Not a Headache)
For many advisors, compliance feels like a constant hurdle – endless KYC forms, changing rules, and audits. But when done right, compliance becomes a trust-building tool and a growth driver. Across industries, the cost of failing to stay compliant is nearly three times higher than the cost of doing things right once you factor in fines, remediation, lost clients, and reputational damage (Colligo, 2025). In wealth management, trust is everything and every touchpoint you have with a client is an opportunity to build trust. When compliance is clear, consistent, and easy for clients, it shows professionalism. When it becomes confusing, confidence drops. This is why modern, client-friendly workflows matter more than ever.

Meet our dedicated team of experts

Saketh Poori
Software Development Intern
Bryan Trieu
Business Development Intern
Amardeep Sangha
Software Development Intern
Aaron Janes
Technical Lead
Niccolò Bellentani
Business Development Intern
Ivy Wang
Marketing & Communication Coordinator
Roujyar Darvish
Product Designer
Sahib Singh
Software Developer
Christopher Yourth
Intermediate Software Developer
Shirin Escarcha
Creative Consultant
Brandon Chapman, CFP, CLU
Founder
Brad Hartfield
Director of Sales & Business Development

Why Advisors Love AdvisorFlow

Our mission revolves around crafting the most beloved AdvisorFlow platform for financial professionals. We thrive on developing intuitive and impactful software, driven by insights from our dedicated user base. Here's a glimpse of what some advisors have to say about their experience.
Star rating to show product excellenceStar rating to show product excellenceStar rating to show product excellence
“AdvisorFlow saves 2 hours in every new client onboarding relationship, I've been using it for years and I'm a fan.”
Darren Milne
Partner,Vitality Wealth Management
“AdvisorFlow has been a key component in our goal to digitize the sales process while providing the independent quality financial advice clients need.”
Tony Bosch
Executive Vice President,
Broker Development
“AdvisorFlow saves me 2 hours in every new client onboarding relationship. It allows me to focus on developing relationships and uncovering opportunities.”
Sim Gakhar
Life Insurance &
Investments Advisor
Left arrow button to swipe through testimonialsLeft arrow button to swipe through testimonials
Right arrow button to swipe through testimonialsRight arrow button to swipe through testimonials
Ready to Digitize Your Processes and Empower Your Enterprise?
a picture of computer systems
See how AdvisorFlow helps enterprises simplify compliance, strengthen collaboration, and delight clients — all in one platform.
Contact Us