The new generation of financial expertise

Find your financial expert
AI tools for financial experts
4 phones displaying the WelcomeSpaces platform with Fiance Copilot and Serafin, financial expert profiles and the WelcomeSpaces financial expert directory
As seen in
portrait of Serafin, the first and only AI financial assistant that works for you!

Serafin, your smart financial assistant

Ask your questions

Personalized responses and perfect match

Serafin provides you with custom financial answers perfectly tailored to your situation, and connects you with the right professionals that meet your needs.
Powered by WelcomeAI, fine-tune for finance
Serafin is the first Finance Copilot powered by WelcomeAI - a multi-agent generative AI system, refined by real financial professionals.
Absolute security and confidentiality
Our platform is 100% encrypted, ensuring bank-level security. WelcomeSpaces is also SOC 2 Type II certified, demonstrating our commitment to high standards of security and confidentiality.
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 expert
Independent experts or professionals from major Canadian companies.
Expert advice

Exclusive articles from certified professionals

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Isabelle Bérard, MBA, Pl. Fin.
Financial Planner

Transfert de patrimoine : comment en léguer plus à vos enfants ?

Aujourd'hui, nous allons aborder un sujet crucial : comment construire un héritage significatif pour vos proches. Pourquoi est-ce si difficile de gérer notre argent avec intention ? Nous le ...

FAQ

Questions,
meet answers

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.