Deal with financial experts, your way. Finally.

Select from independent or institutional experts and build your dream team - all in one place.
CPA
Financial Planner
Life Insurance
Mortgage Broker
Financial Security Advisor
Other
Discover independant or institutional expertsDiscover independant or institutional expertsConnect via instant messaging or schedule a meeting with a ProWelcomeSpaces private Spaces to collaborate and exchange with financial professionals

Why WelcomeSpaces?

A Choice of Available Professionals

Access a directory of both independent or institutional professionals available, and make an informed choice.

Stay in Control of your Finances

Keep track of all your exchanges with your professional in a permanent and private Space. Easily accessible at all time.

Share your Files Securely

A secure solution to share your personal information easily. Make your documents only accessible to authorized people.

Stay in Control of your Data

Say goodbye to websites that sell your information to professionals! Stay in control of the information you want to share.

One Easy to Use Platform

Gather your dream team of financial professionals in one place and dedicate a Private Space to each and every one of them.

Eco Friendly

We compensate 100% of the CO2 generated by our platform. Plus, for each professional you contact here, we plant a tree.
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Find a Professional

A smart way to navigate your finances

1

Search for financial professionals

Based on your needs browse our selection of accredited financial professionals.

2

Connect with instant messaging

Send a quick message to financial experts via instant messaging and find the right one for you.

3

Join a private Space together

Let your newly found professional invite you to a private Space and start working together.

Welcome Spaces professional profile
Instant messaging with professionals
Welcome Spaces collaborative private Spaces
Private Collaborative Spaces

Your digital place to collaborate remotely

A private Space offers you and your professional all the necessary tools to enjoy a smooth and organized relationship.
Discover Spaces

Designed with security in mind

We apply enterprise-grade security at every layer, adhering to multiple compliance certifications, including SOC 2 Type II. All data are hosted on Canadian servers.
Security for all
Welcome Spaces is secure and certified SOC 2 Type II

Financial expertise available to all

We transform the way financial professionals and their clients interact, making financial expertise accessible to all.
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We align with your values

A socially responsible platform that invests in people and the planet.

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Welcome Spaces Carbon Neutral Badge