When something shifts, it helps to know who's listening
We spend a lot of time thinking about what comes next for people who want their assets to work quietly over years instead of weeks. And sometimes that means having a conversation first—about direction, about what matters, about whether our approach even makes sense for where you are.
Questions before decisions
Most people reach out because they're trying to figure out whether long-term investing actually suits them. Or they've read something that contradicts what they thought they understood. Maybe they just want to know if this whole "patient capital" thing works when markets feel unpredictable.
We don't mind those conversations. Actually, we prefer them.
Specific situations, practical responses
Sometimes it's less about philosophy and more about logistics. Tax implications for holding periods. Portfolio construction without constant rebalancing. How dividend reinvestment changes things over a decade versus a year.
We work with clients across Canada who've needed clarity on those details—not vague reassurances, but actual frameworks they could apply.
Shape the thread before it begins
What you share here determines where the conversation goes. If you're exploring concepts, say so. If you have a particular financial situation that needs perspective, give us enough to understand what would actually help.
Other ways this happens
Physical mail
185 Doe Rd
Carleton Place, ON K7C 0C4
Canada
Direct voice line
+1 519 988 0050
Weekdays between 9am and 5pm Eastern
Electronic correspondence
contact@velcord.com
Replies typically within two business days
Timeline expectations
We operate on Canadian Eastern Time, which shapes when responses arrive. Messages sent during business hours usually get attention the same day. After hours or weekends—expect a reply by the following Tuesday at latest.
If your situation needs faster turnaround, mention that in your message. We adjust when it matters.
Between mid-February and early March 2026, response times may extend slightly as we prepare materials for client review sessions scheduled throughout spring. If you're reaching out during that window, we'll confirm receipt immediately and provide a realistic timeline for full response.