Portfolio technology · Canada

Invest with a framework you can understand.

Create a free account with personal support

Vellermont uses AI to analyse the markets, identify trading opportunities and automate strategies — so you can spend less time watching the markets yourself. Get AI-powered market analysis, automated trading tools and full control over your portfolio in one platform.

Our office is located in Canada Regulatory Information Website Security
Market access

Recognized venues, viewed through one workflow.

Platform connectivity can include established market venues and liquidity sources. Availability depends on the instrument, provider and account eligibility.

Toronto Stock Exchange Nasdaq Coinbase Kraken Cboe Canada

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How it works

Four steps, with control at each stage.

You choose whether to continue after reviewing the information relevant to each step.

1

Register

Complete the form and wait for a personal manager to contact you. Registration does not require a deposit.

2

Prepare funding

Your manager explains platform setup, verification and available deposit methods before you transfer funds.

3

Launch a strategy

Select an available strategy, review its settings and risk range, then choose whether to activate it.

4

Monitor and withdraw

Follow activity and request withdrawals when needed. Results can be positive or negative and processing times vary.

Platform comparison

Designed around visibility and support.

The table compares the intended Vellermont experience with common limitations found on self-directed platforms.

Capability Vellermont Other platforms
Guided onboarding with a personal contact ✓ Included × Often self-service only
Strategy controls explained before activation ✓ Included × Varies by provider
Portfolio context and risk information together ✓ Included × Commonly separated
Canadian funding and support information ✓ Included × May be generic
Clear withdrawal guidance ✓ Included × May require support search
Security

Practical controls around account access.

Security combines authentication, encrypted connections, activity monitoring and clear incident support.

Account authentication

Multi-factor options add a verification step when you sign in or recover access.

Device visibility

Active sessions and unfamiliar access events can be reviewed and revoked.

Fraud awareness

Official-domain guidance helps you recognize impersonation and suspicious requests.

Review security controls

Different goals, different experiences.

Liam McKenzie

Liam McKenzie

Warehouse supervisor · 3 months
Invested: $500 Reported result: $1,850

“The balanced strategy was straightforward to monitor. I liked having someone explain the settings, although the verification step took longer than I expected.”

Aaliyah Thompson

Aaliyah Thompson

Dental assistant · 1 month
Invested: $250 Reported result: $575

“My first month showed both gains and losses. The useful part was seeing the risk range before deciding whether to keep the automated allocation running.”

Sophie Tremblay

Sophie Tremblay

Library technician · 6 months
Invested: $1,200 Reported result: $5,400

“I used a lower-volatility portfolio mix. Reporting is clear and withdrawals are explained, but I would still like more control over notification frequency.”

Maya Singh

Maya Singh

Restaurant manager · 9 months
Invested: $2,000 Reported result: $6,200

“The diversified strategy helped me avoid concentrating everything in one asset. I appreciate the calls when settings need attention rather than constant sales messages.”

Daniel Chen

Daniel Chen

Transit mechanic · 1 year
Invested: $3,500 Reported result: $8,050

“I combined equity and digital-asset exposure and changed the mix twice. The market explanations are useful, but they do not remove the need to watch risk.”

Émilie Gagnon

Émilie Gagnon

Early childhood educator · 4 months
Invested: $750 Reported result: $3,525

“The personal-support option made setup less intimidating. The dashboard is easy to read and I can pause the strategy, which matters more to me than daily movement.”

About Vellermont

Built for informed participation.

To make investment tools easier to understand while keeping risk, choice and human support visible.

Office: 1847 Maplecrest Avenue, Ottawa, ON K1G 4R8, Canada
Support: Monday to Friday, 9:00-17:30 ET (excluding public holidays)
Email: [email protected]

Your next step

Ask questions before you commit capital.

Register your interest and use the follow-up conversation to discuss eligibility, platform controls, fees and risk.

Create a free account with personal support

FAQ

Questions before registration.

No. The onboarding process introduces the platform controls and terminology. You still need to decide whether the risks suit your circumstances.
Your details are submitted for follow-up. A personal manager can explain access, verification, funding and available strategy settings.
We maintain internal compliance procedures covering data protection, information security and anti-money laundering requirements. Certain services and assets may also be subject to Canadian regulatory requirements and oversight by the relevant authorities, including FINTRAC and provincial or territorial securities regulators.
Timing depends on verification and the selected method. Published examples range from within 24 hours to five business days.
Yes. Market prices, liquidity, technology and strategy behaviour can all lead to losses, including loss of the amount invested.