Connecting financial professionals to future generations, 100% remotely

Public Professional Directory

Join a growing community of experts

Add your profile to a community of professionals now accessible online - all members of recognized associations: CPAs, tax specialists, financial planners, notaries, insurers, mortgage and real estate brokers, lawyers and more.
List of Financial professional in Welcome Spaces

Go digital provincewide

Offer your services 100% online and develop your business across your province.

Reach new clients

Let new clients search and find you through our public directory.

Hand-free marketing

Scale your business and cut your marketing costs by capitalizing on our traffic.

Remote work enabled

Start a private Space and enjoy all the tools you and your client need to work remotely - efficiently.

A smart way to get new clients

As easy as 1-2-3 ⭐️
1

List your professional profile

Professional public profile
Join a listing of financial experts and get contacted by potential clients from across your region.
2

Connect via instant messaging

Chat Live with financial experts with Welcome Spaces
Let clients interact with you from the comfort of their home through instant messaging.
3

Get together in a private Space

Private Space for collaboration with clients
Following the initial need assessment, move your relationship into an all-in-one Space.
Browse our Directory
What are private Spaces?

A digital place to collaborate

Invite each of your clients into their own Space. Meet virtually, share files and get things signed - all while keeping an organized trace of everything!
Explore Private Spaces

File Requests

Open and assign document requests for your clients to fulfill

Document Signing

Send documents for signature with our DocuSign integration

Video Call & Chat

Be available and connect with your clients when it matters most

Note Sharing

Share important information directly in the Space

Templates

Quickly send information or open file requests with all your clients

Activity Log

Access a complete log everything that has happened in a Space
Personalized and Private Spaces to collaborate with your clients with all the tools you need.Personalized and Private Spaces to collaborate with your clients everywhere you go.
Offer a more personalized client experiences

Private and Secure

Each Space you create is completely private and only accessible by invitation. We apply enterprise-grade security at every layer, adhering to multiple compliance certifications, including SOC 2 Type II.

Customizable Branding

Our Premium and Pro plans let you customize the look and feel of your Spaces with your colours and logo. Your professional public profile can also be tailored to your image.
Why join Welcome Spaces

Grow your business with the next generations

$
68
T
is the amount of money Millennials are poised to inherit from their baby boomer parents.
72
%
of people under 45 years old want financial trustworthy advice but don't know how to get it.
46
%
of Millennials don't trust algorithms or AI, but prefer human advice through digital-first relationship.

Simple plans, transparent pricing

Discover our plans and select what is right for you.

Compare Plans

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

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