Serafin has all the answers to your financial questions.

Tax questions, mortgage loan simulations, retirement advice... ask Serafin, your smart financial assistant.

Illustration of Serafin standing arms crossed. Serafin is the first financial assistant powered by AI in Quebec.
Hello 👋 I'm Sérafin!
Ask me a financial question.
If I contribute $5,000 to my RRSP, how much tax will I save?
Let's see! What is your gross annual income, in order to determine your marginal tax rate?

For more complex financial matters, talk to an expert online.

Whether you're in search of a CPA, a financial planner, or an insolvency specialist, WelcomeSpaces offers you a wide array of qualified professionals. Browse freely through a directory of finance professionals from over 75 Quebec companies.
A mosaic showcasing a variety of Canadian and international company logos representing the numerous professionals you can find on WelcomeSpaces.
Image of multiple independant and institutional professionals available on WelcomeSpaces: Cassy Falker Planiprêt, Claudia Merlitti BCGO, Fabien Major Assante, Patricia Carrier Remax, Guillaume Lavoie IA, Frédérick Arsenault IG

Your simplified access to a wide range of experts

The largest choice of experts available online in Quebec. Over 75 companies and 250 independent professionals just a click away! Easily compare multiple offers from different experts, and confidently select the one that best suits your needs.
Browse the directory

Serafin Project

Your financial assistant powered by artificial intelligence

The Serafin project aims to make financial information accessible and understandable for everyone, with the ambition of continuously improving to become a go-to source for financial advice in Quebec.
Thanks to a multi-agent artificial intelligence technology, Serafin and its team of AI finance specialists are equipped to answer questions about the Tax-Free Savings Account (TFSA) or the Canadian Dental Care Plan (CDCP), or even calculate the tax return on an RRSP contribution.
Ask your questions!
Illustration of Serafin, an AI financial assistant, siting on a pile of gold, waiting to answer all your personal finance questions.

The benefits of being a member

Keep control of your data

Stop selling your personal data! Say goodbye to websites that make money from your information. Maintain control over the data you choose to share.

A platform designed for clients

Say farewell to institutional systems and use a platform designed for you. Control your information, enjoy client space, and an advantageous reward program. 

Banking level security

We apply enterprise-grade security at every level, adhering to multiple compliance certifications, including SOC 2 Type II. All data is hosted on Canadian servers.
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WelcomeSpaces FAQ

meet answers

Is it free to be a WelcomeSpaces member?

Absolutely! Using the various tools provided by WelcomeSpaces to connect with professionals is, and will always remain, 100% free for our members

If you are a professional wishing to showcase your profile on our directory, find more information on the professional page.

What financial professionals are available on WelcomeSpaces?

WelcomeSpaces brings together a variety of professionals from the financial field, including financial planners, CPAs (Certified Public Accountants), insolvency professionals, financial security advisors, damage insurance and life insurance brokers, lawyers, mortgage brokers, and real estate brokers.

Each expert is ready to support you in your financial journey.

How does WelcomeSpaces ensure the security of my information?

The security of your information is a top priority for us. We use advanced encryption protocols and technologies to ensure the confidentiality and security of all communications and data exchanged on the platform. The client spaces that you create with your financial professionals are secure and accessible only by you and the relevant professional.

WelcomeSpaces has a Soc2 Type II security certification.

Can I freely choose among the professionals on WelcomeSpaces?

Absolutely! You have the complete freedom to browse our professional directory and compare profiles, services, and reviews to select the professional that best matches your financial needs and goals.

How does the AI diagnostic tool of WelcomeSpaces work?

Our AI diagnostic tool is designed to ask you a series of simple questions in order to assess your financial needs.

Based on your responses, the tool develops a customized financial action plan and suggests competent professionals who can help you achieve your financial goals.

It's fast, user-friendly, and personalized to provide you with the best experience.