Connect with the new generation of clients

Meet clients where they are with your unique professional page. An all-in-one solution that brings you online visibility and new clients.
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
Financial planner
Simon Houle has more than 20 years of experience in financial services, including 12 as a financial planner for major Canadian banks
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 ...
Stephanie Blackburn
Life insurance, Financial security advisor, Financial planner
Stéphanie Blackburn founded STB Financial Services Inc. in 2012 with ...
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
Wesley Alexandre
Group insurance, Life insurance, Mutual fund representative
The financial sector is a constantly evolving market. Without the support of an experienced advisor who under...
Stephanie Blackburn
Life insurance, Financial security advisor, Financial planner
Stéphanie Blackburn founded STB Financial Services Inc. in 2012 with ...
Fabio Ponari
Retirement Income Planner, Investment advisor
👉BRIEFLY - As an Investment Advisor, my mission is to help make sure you have enough income to maintain ...
Wesley Alexandre
Group insurance, Life insurance, Mutual fund representative
The financial sector is a constantly evolving market. Without the support of an experienced advisor who under...
Julia Szekely
Group insurance, Life insurance, Financial security advisor
The service I offer you is imbued with the values ​​that are dear to me: Integrity and loyalty, Proximity and indepe...
Fabio Ponari
Retirement Income Planner, Investment advisor
👉BRIEFLY - As an Investment Advisor, my mission is to help make sure you have enough income to maintain ...
Frederic D'Amato
Frederic D'Amato
Damage insurance
I am a personal-lines damage insurance broker at Preventia Insurance. We are working with multiple insurance companies which gives us the ...
Julia Szekely
Group insurance, Life insurance, Financial security advisor
The service I offer you is imbued with the values ​​that are dear to me: Integrity and loyalty, Proximity and indepe...
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 ...
Frederic D'Amato
Frederic D'Amato
Damage insurance
I am a personal-lines damage insurance broker at Preventia Insurance. We are working with multiple insurance companies which gives us the ...
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.
how it works
1 Visibility

Your own
Professional page

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.
Your professional profile in our directory is your one-stop shop for your online presence.
2 engaged prospects

Get contacted by clients

In one click, clients can send you a direct message or book you a meeting. Receive a notification by SMS and get in touch quickly.
Let’s face it, the new generation doesn’t want to take the phone.
With Welcome Spaces, get contacted by the new generation of clients, not just leads.
3 Private Spaces

Work together,
remotely

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!
Collaborate in private spaces: exchange documents, request files, make video calls, share notes and more!

Meet our happy professionals

Image of Frederic D'Amato leaning against a wall
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
Testimonial Image
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
Picture of Claudia Merlitti
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.

Get more clients today

$108
/month/user
  • Personal microsite
  • Meeting scheduling
  • Document Sharing
  • Templates
  • Video call
  • DocuSign integration
Add your profile
📈 Pro users get new clients
* This plan is available only with an annual subscription, which can be paid on a monthly or yearly basis.
Prices are displayed in CAD.
$998
/year/user

Save $298 per year

  • Personal microsite
  • Meeting scheduling
  • Document Sharing
  • Templates
  • Video call
  • DocuSign integration
Add your profile
📈 Pro users get new clients
* 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?

What are private Spaces?

Is Welcome Spaces secure?

Can I use Welcome Spaces with all my clients?

Welcome Spaces Carbon Neutral Badge

We invest in people
and the planet

357

Trees planted

With a pledge to plant many more

50

Compensated CO2 tons

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Learn More