In our firm, your dreams matter to us. We understand the financial challenges that make it harder to achieve your goals, and we’re ready to provide ...
Simon Houle
Financial planner
Simon Houle has more than 20 years of experience in financial services, including 12 as a financial planner for major Canadian banks
Claudia Merlitti
Chartered professional accountant
I started my career in 2001 at PwC, where I served SMEs, large companies and public companies. The variety of ...
Simon Houle has more than 20 years of experience in financial services, including 12 as a financial planner for major Canadian banks
Stephanie Blackburn
Life insurance, Financial security advisor, Financial planner
Stéphanie Blackburn founded STB Financial Services Inc. in 2012 with ...
Charles Leclerc
Financial Security Advisor
In our firm, your dreams matter to us. We understand the financial challenges that make it harder to achieve your goals, and we’re ready to provide ...
I started my career in 2001 at PwC, where I served SMEs, large companies and public companies. The variety of ...
Charles Leclerc
Financial Security Advisor
In our firm, your dreams matter to us. We understand the financial challenges that make it harder to achieve your goals, and we’re ready to provide ...
What's in it for you
New Gen of Clients
Our traffic primarily consists of young professionals and entrepreneurs, looking to do business remotely.
Organic Traffic
We drive traffic to your professional page and help you score in Google search results with SEO.
Professional Page
Enhance your online visibility with a personalized profile that allows client to contact you directly.
Boost your Visibility
Launch a custom campaign with our turnkey marketing services and bring even more growth to your business.
All-in-One Solution
Increase your performance with a full tech stack to helps you find new clients and do business remotely
Eco Friendly
Make your clients feel good, knowing they are working on a platform that is good for the environment.
Add your profile to our directory of professional and grow your clientele. List all your services, personalize it with your logo and colours, include your email address, phone number and external links.
Do business 100% remotely, with a private Space. Everything you and your clients need: live chat, video call, document exchanges, online signature and more.
Keep your relationship centralized and complete history of your exchanges. Perfect for those impromptu audits!
WelcomeSpaces is a very nice discovery. It allowed me to create business relationships with other professionals in addition to being approached directly by clients for their damage insurance needs!
Frederic D'Amato
Damage insurance, Préventia Assurance
WelcomeSpaces contains all the tools to maintain a relationship of excellence with my clients and it also offers me visibility - allowing everyone to find me easily. In other words, "qualified leads" come directly to us. It's awesome!
Charles Leclerc
Financial security advisor, WFG
I registered on WelcomeSpaces in order to increase my online visibility. I met quality clients there and obtained a 5X ROI in less than a month!
Claudia Merlitti
CPA, BCGO
$68T
is the amount of money Millennials will inherit from their baby boomer parents.
72%
of people under 45 y.o. want financial advice but don't know how to get it.
46%
of Millennials don't trust AI, but prefer human advice via digital channels.
* Pro plan is available only with an annual subscription, which can be paid on a monthly or yearly basis. Prices are displayed in CAD.
All your questions, answered
What is Welcome Spaces? How does it work?
After reading that 72% of Millennials and Gen Zs declared needing financial advice, but had no idea how to found help, we decided to help them.
We created a platform connecting the new generations to the professionals they need and giving them all the tools required to collaborate remotely.
A public directory allows them to browse by profession or by services. From there, they can easily send a message and start chatting with a professional. Once both agree to further discuss, the professional can create and invite the new client to a private Space.
Clients can have more than one private Space - one with each of the professionals they've contracted. Making Welcome Spaces a centralized place for all their professional resources.
What are private Spaces?
A private Space is a place where clients and professionals can collaborate. It offers everyone in the Space the tools they need to make remote collaboration as seamless as can be.
Together, they can exchange notes, and documents, chat live or even jump on video calls. All activities appear permanently in the Space's feed, which over time becomes a diary of the relationship.
Spaces help clients and their professionals to stay organized, keep things simple and save time!
Is Welcome Spaces secure?
Data security in our technology, operations and overall business practices are paramount. Welcome Spaces offers and applies enterprise-grade security at every layer, adhering to multiple compliance certifications, including SOC2 Type II.
Welcome Spaces’ data is safeguarded by a security infrastructure, including encryption via industry-standard SSL/TLS protecting your data from unauthorized access and potential corruption. All of Welcome Spaces' data is hosted on Canadian servers.
Can I use Welcome Spaces with all my clients?
Absolutely! Welcome Spaces can be used independently from our directory. You can start a private Space with any of your clients, inviting them to join in just a few clicks.
Offer them simplicity and organization with Welcome Spaces - clients are always and forever free.