Financial Experts for Every Stage of Life

Prepare for your big moments - buying a first home, welcoming a baby, planning retirement - by finding the right professional for you.
100% remote
Fast and simple
Secure and private
Find my Professional
List of Financial professional in Welcome Spaces
How does it work?

A smart way to navigate your financial future

Search for financial professionals

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

Connect with instant messaging

Chat Live with financial experts with Welcome Spaces
Send a quick message to financial experts via instant messaging and find the right one for you.

Join a collaborative Space together

Private Space for collaboration with clients
Let your newly found professional invite you to a private Space and start working together.
Collaborative Space, Video call & Chat with Welcome Spaces
Private 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.
Video Call
File Exchange
Note Sharing
Live Chat
Activity Log
Notifications
Discover Spaces
Security

Designed with security in mind

We implement advanced protocols and processes to protect your data. 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.
Learn more
Welcome Spaces is secure and certified SOC 2 Type II
Our mission

Making financial expertise available to all

We are determined to transform the way financial professionals and their clients interact, making financial expertise accessible and affordable to all.
Welcome Spaces Carbon Neutral Badge

Investing in a
climate positive future

We strive to make a lasting impact on the tech world through sustainability, innovation and collaboration. Since 2021, Welcome Spaces has been a carbon neutral company.

357

Trees planted to this day

With a pledge to plant many more

50

Compensated CO2 tons

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Learn more