Brandon Chapman, CFP

📍 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.

@HermanHChan @AdvisorFlow @TaraYDowney Looking forward to a great session!!

@AdvisorFlow @TaraYDowney @_bchaps This will only be as good as the questions being asked! With that said, I may share some never been heard insights that day. 😉

💼 Leaving Corporate for Advisory Thinking about going independent? Join @HermanHChan, @TaraYDowney, and @_bchaps on what really changes after leaving large institutions. ⏰ Feb 5 | 10AM PST | 1PM EST 👉us02web.zoom.us/webinar/regist…

🎙 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

@jenstilmanydots Invest in their skills /income potential before spending tons of time figuring out how to make an extra $200 on their stock portfolio.

If you could give my summer student one piece of investing advice, what would it be?

📣 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

📍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!

@MPJulian Your office ignores citizens. Definitely voting elsewhere this election

I’m grateful 4 the strong support from residents, workers & local leaders as I officially open my campaign office. Together, we’re fighting 4 #affordablehousing, #dentalcare, #pharmacare & workers’ rights.Our #CampaignMomentum is stronger than ever! Let’s win this fight together!

@KirkLubimov I don't think he wants our talent but our resources.

The risk for Canada isn't tariffs but immigration changes. Donald Trump can implement a short term visa for Canadian entrepreneurs, investors and skilled labour - including trades and Canada will be left with public sector parasites and millions of foreign unskilled labour.

@SteveSaretsky Laser eyes making a comeback ?

Bullish 🚀

@darshan I told my wife that I'm investing in my cognitive future and now I'm sleeping on the couch.

I'm 42. I'm obsessed with finding simple ways to slow down brain aging. So I spent years studying the most controversial method to increase cognitive function. Here it is (this might just change your life):

@SteveSaretsky Few days early Steve but either way 👏😆

BREAKING! GC strategies announces a new app called ‘Rent Canada’ that will collect your credit score and past rent prices all in one convenient location.

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/ed…

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

@Advocis (2/2) There’s so many financial scams online because compliance teams often may not understand the reality of what consumers are faced with on social platforms, so advisors avoid social media altogether.  This leads to growth of the scammers rather than true advisors #FLM2023

Q6: What is the single biggest obstacle to Canadians developing greater financial literacy, and how could it be overcome? #AdvocisFLM23Chat #FLM2023

@Advocis A6: The biggest obstacle is the lack of accessible and engaging financial education. Overcoming this requires a collaborative effort from educational institutions, policymakers, and finance professionals to make financial literacy resources more available and relatable (1/2)

@Advocis A5 (2/2) Unfortunately the small business has felt this the most due to the convenience of online shopping but I try to encourage clients to consider local options even if they don’t have the most slick app. #AdvocisFLM23Chat #FLM2023

Q5: In 2022, an Advocis poll found that 40% of financial advisors indicated their clients were increasingly shopping at discount stores & buying unbranded items. Have there been any other popular new ways of shopping for clients to save money in 2023? #AdvocisFLM23Chat #FLM2023

@Advocis A5: In 2021, Canadians made purchasing decisions based on convenience when money was cheap. The focus has shifted towards smart spending as rates have gone up (1/2)