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.
