Brandon is a financial planning professional with over 10 years of experience building an advisory practice specializing in the technology industry through his firm, SaaS Wealth Insurance. After building his own practice, he saw firsthand how fragmented workflows and disconnected tools can create friction for both advisors and clients. He founded AdvisorFlow to help advisory teams streamline onboarding, organize client collaboration, and deliver a more consistent client experience.

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 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 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.

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 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 is a dedicated product designer with a post-degree diploma in Web & Application Design from Langara. She specializes in user-centered design that blends creativity with functionality and is passionate about delivering intuitive, trend-forward solutions that enhance user experiences.

Ivy studies Marketing and International Business at SFU Beedie. At AdvisorFlow, she uses research and editorial work to turn complex topics into clear content that helps financial advisors enhance client experience and streamline workflows. She’s passionate about how businesses connect with people to create meaningful impact.

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 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.

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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 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.

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