Stability.Transparency.Trust.
Mount Columbia Private Wealth offers tailored wealth management
and asset management services to high-net-worth individuals and
families throughout Canada and the U.S.
At Mount Columbia Private Wealth,
We're bringing a fresh perspective to wealth management—one that puts you, the client, at the center of everything we do. Founded by Shamez Kassam, CFA a seasoned financial expert and author with 20 years of industry experience, our firm was built on the belief that comprehensive, top-tier investment and financial advice shouldn't come at an exorbitant cost.
Our Assets
Private Capital
Real Estate
Through strategic partnerships with elite real estate investment managers, we provide access to real estate assets that have historically delivered stable, income-producing returns alongside significant growth potential. Our focus is on securing investments that offer both consistent cash flow and long-term appreciation.
Public Assets
Our public asset strategy is built on a globally diversified portfolio with a foundation of low-cost, efficient Exchange Traded Funds (ETFs). We enhance this with direct ownership of select, high-quality companies that generate substantial free cash flow and consistently compound earnings. Additionally, we capitalize on tactical opportunities to optimize returns while maintaining long-term security.
Unlocking Alternative Wealth-building strategies
The new 60/40 portfolio: Inflation poses a challenge to the traditional stock-bond portfolio, with bonds becoming a less reliable diversifier. We complement traditional asset classes with alternative sources of return that provide additional diversification. In our alternative asset investments, we seek diversification, durability, durability, and defensiveness.
What We Provide
Core values
Integrity
We uphold the highest standards of honesty and transparency in everything we do. Our clients can trust that their wealth is managed with complete accountability and ethical practices.
Clients First
Our clients are at the heart of everything we do. We prioritize their financial goals, offering personalized solutions that align with their unique needs and aspirations.
Comprehensive Solutions
We take a holistic approach to wealth management, offering a full range of solutions from investment strategies to estate planning. Our tailored strategies ensure every aspect of our clients' financial lives is optimized.
Giving Back to the Community
We believe that true wealth lies not just in what we accumulate, but in what we give back. By contributing to our communities, we help shape a better world for generations to come.
Excellence in Service
We are dedicated to providing outstanding service with a focus on responsiveness, attention to detail, and continuous improvement. Our clients can expect a premier experience in every interaction.
Low-Cost, High-Value
We are committed to delivering exceptional value by keeping fees low, ensuring our clients retain more of what they earn. Our focus on cost efficiency does not compromise the quality of the services we provide.
Trusted experts at your service.
Speak with Mount Columbia Private Wealth to discover a deeper understanding of your financial landscape and more