portrait of Serafin, the first and only AI financial assistant that works for you!

Meet Serafin, Your AI Financial Assistant

An AI that works 24/7, providing top-tier financial tips, updates and answers. Create your anonymous profile and receive smart, impactful notifications.

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portrait of Serafin, the first and only AI financial assistant that works for you!

Financial assistant that works 24/7 for you

Create my profile (FREE)

Tailored answers based on your financial profile

Serafin doesn't just answer your questions. It provides tailored financial insights that are relevant, actionable, and perfectly aligned with your situation.
Smart financial notifications that impact you
Serafin is the first to notify you of any changes in the financial landscape that impact your situation. Never miss out on important government programs or tax deductions.
Powered by GPT-4, 
fine-tuned for finance by CPAs
The power of GPT-4 with the expertise of real financial professionals. Serafin is the first generative multi-agent system fine-tuned for Quebec's financial landscape.
As seen in
Image of multiple independant and institutional professionals available on WelcomeSpaces

Your simplified access to a wide range of experts

The largest choice of experts available online. Easily compare multiple offers from various experts, and select the product or professional that best suits your needs.
Find your professional
Independent experts or professionals from major Canadian companies.

A complete - FREE - solution for clients

Smart financial notification
Tailored answers to your questions
Personalized financial assistant
Choice of professionals
Modern communication tools
Data encryption
Create my profile (FREE)Avatar of Serafin, the first multi-agent AI financial assistant for personal finance.
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Absolute security and privacy, with encryption.

The security of your information is out top priority. We use advanced encryption protocols and technologies to ensure the confidentiality and security of all communications and data exchanged on the platform. 
Our security pledge
Shield in cloud representing WelcomeSpace's pledge to data security for its members.
WelcomeSpaces has a SOC 2 Type II certification, ensuring processes and data security across all vectors of the company.
SOC 2 Type II
Certification
All WelcomeSpaces servers runs on Canadian servers, allowing for securised and private data storage.
Servers located in Canada
With 2-step account verification, every members and professionals are verified. Forget spam visitors, we make sure every connection between a professional and a member is a real one.
2-Step
Authentication
All data generated from visiting and interacting with WelcomeSpaces platforme is entirely encrypted for maximum privacy security.
Data Encryption
Expert advice

Exclusive articles from certified professionals

View all posts  →
Denis Bisson, CFP, CIM, TEP
Certified Financial Planner (CFP)

Portfolio Management and Risk

“Asset allocation isn't everything. The next step matters, too” I posted this story on LinkedIn a few months ago and thought it was a very good description on what is portfolio management an...

WelcomeSpaces FAQ

Questions,
meet answers

Is it free to create a profile on WelcomeSpaces ?

Yes, creating an anonymous financial profile on WelcomeSpaces is completely free! This is part of our commitment to making financial expertise accessible to everyone.

If you're a professional interested in showcasing your profile in our directory, you can find more information on our professional page.

Are my financial information secure and private ?

The security of your information is out top priority. We use advanced encryption protocols and technologies to ensure the confidentiality and security of all communications and data exchanged on the platform.

WelcomeSpaces holds a SOC 2 Type II certification, ensuring bank-grade security for your data.

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, scholarship representatives, damage insurance and life insurance brokers, lawyers, mortgage brokers, and real estate brokers.

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

Can I freely choose among the professionals on WelcomeSpaces?

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