Financial Expertise at your Fingertips

Find the best finance professionals for your needs and get rewarded. Access CPAs, financial planners, insurers, mortgage brokers… and enjoy (serious) rewards!
Simplified Choices
Free Membership

Promo: Become a Client and Get a 100$ Amazon Gift Card

This holiday season, start taking care of your finances and get rewarded! Discuss online and find the right financial professional for your needs. Become a client and enjoy 100$ Amazon gift card!
Image of multiple independant and institutional professionals available on WelcomeSpaces: Cassy Falker Planiprêt, Claudia Merlitti BCGO, Fabien Major Assante, Patricia Carrier Remax, Guillaume Lavoie IA, Frédérick Arsenault IG

Your simplified access to a wide range of experts

The largest choice of experts available online in Quebec. Over 75 companies and 250 independent professionals just a click away! Easily compare multiple offers from different experts, and confidently select the one that best suits your needs.
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Find financial expertise with our financial diagnostic

Welcome to the era of intuitive finance with WelcomeAI, a powerful ally in your financial decisions. A free tool that generates a customized action plan for you and recommends the most relevant professionals according to your needs.
Image of a robots a steps from WelcomeAI, a Financial action plan diagnostic tool
🎉 Exclusive client rewards
Complete the assessment, become a client of a recommended professional and receive a $100 Amazon gift card as a reward!
100$ Amazon Gift Card picture

The benefits of being a member

An online selection of professionals

Choose the professional that's right for you! Browse through a directory of independent experts or those affiliated with large firms and make an informed choice.
Explore the Directory

Modern and free AI-powered tools

Enjoy free access to tools, such as WelcomeAI, a financial diagnostic that generates a personalized action plan and recommends the best experts for your needs.
Get your Diagnostic

Enjoy some (serious) rewards

Our members benefit from various promotions and cashback offers - such as a $100 Amazon gift card when you become client of a professional suggested by WelcomeAI.
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Keep control of your data

Stop selling your personal data! Say goodbye to websites that make money from your information. Maintain control over the data you choose to share.

A platform designed for clients

Say farewell to institutional systems and use a platform designed for you. Control your information, enjoy client space, and an advantageous reward program. 

Banking level security

We apply enterprise-grade security at every level, adhering to multiple compliance certifications, including SOC 2 Type II. All data is hosted on Canadian servers.
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did you know...

Taking control of your finances pays off !

Many online financial platforms lure you with the promise of free quotes but actually make money by selling your information to financial professionals. A practice that generates millions for them – with YOUR info!
WelcomeSpaces is rewriting the rules !
YOU 👉 Control access to your information
YOU 👉 Choose who you share them with
YOU 👉 Reap the rewards!
WelcomeSpaces FAQ

meet answers

Is it free to be a WelcomeSpaces member?

Absolutely! Using the various tools provided by WelcomeSpaces to connect with professionals is, and will always remain, 100% free for our members

If you are a professional wishing to showcase your profile on our directory, find more information on the professional page.

What financial professionals are available on WelcomeSpaces?

WelcomeSpaces brings together a variety of professionals from the financial field, including financial planners, CPAs (Certified Public Accountants), insolvency professionals, financial security advisors, damage insurance and life insurance brokers, lawyers, mortgage brokers, and real estate brokers.

Each expert is ready to support you in your financial journey.

How does WelcomeSpaces ensure the security of my information?

The security of your information is a top priority for us. We use advanced encryption protocols and technologies to ensure the confidentiality and security of all communications and data exchanged on the platform. The client spaces that you create with your financial professionals are secure and accessible only by you and the relevant professional.

WelcomeSpaces has a Soc2 Type II security certification.

How does the rewards system work on WelcomeSpaces?

When you use our AI diagnostic tool to establish a financial action plan and choose to become a client of one of the recommended professionals, you receive a reward in the form of a gift card. It's our way of thanking you for your trust and encouraging proactive management of your finances.

Can I freely choose among the professionals on WelcomeSpaces?

Absolutely! You have the complete freedom to browse our professional directory and compare profiles, services, and reviews to select the professional that best matches your financial needs and goals.

How does the AI diagnostic tool of WelcomeSpaces work?

Our AI diagnostic tool is designed to ask you a series of simple questions in order to assess your financial needs.

Based on your responses, the tool develops a customized financial action plan and suggests competent professionals who can help you achieve your financial goals.

It's fast, user-friendly, and personalized to provide you with the best experience.