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The largest selection of professionals. Available online. Find the right professional at the best price. And keep control over the confidentiality of your information.

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If I contribute $5,000 to my RRSP, how much tax will I save?
Let's see! What is your gross annual income, in order to determine your marginal tax rate?
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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.
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Independent experts or professionals from major Canadian companies.

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Absolute security and privacy, with encryption.

Use WelcomeSpaces to find your professional and conduct all your transactions in complete peace of mind. Our client spaces are 100% encrypted, and all information is stored on Canadian servers.
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WelcomeSpaces has a SOC 2 Type II certification, ensuring processes and data security across all vectors of the company.
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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.
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All data generated from visiting and interacting with WelcomeSpaces platforme is entirely encrypted for maximum privacy security.
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Keep track of all your interactions with your professional.

Send your documents securely and get notified when your professional accesses them. Maintain visibility over all your interactions with a dedicated space for you and your professional.
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Serafin
Project

Your financial assistant powered by artificial intelligence

The Sérafin project aims to make financial information accessible and understandable for everyone, with the ambition of continuously improving to become a reference in financial advice.
Thanks to multi-agent artificial intelligence technology, Sérafin and its team of AI finance specialists can answer questions about the CELIAPP or the Canadian Dental Care Plan (CDCP), or even calculate the tax return on an RRSP contribution.
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Expert advice

Exclusive articles from certified professionals

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Isabelle Bérard, MBA, Pl. Fin.
Financial Security Advisor, Financial Planner

Comment les revenus locatifs sont-ils imposés au Canada?

D’après une étude publiée récemment par Statistique Canada, près de 1,4 million de ménages canadiens ont déclaré des revenus de location. C’est beaucoup de monde. Sachant que, au Canada, les loyers ..

WelcomeSpaces FAQ

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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.

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.

The benefits of being a member

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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