About Us
Meet Shamez Kassam
Mount Columbia Private Wealth was founded on a simple premise: the professionals who build practices and businesses deserve the same investment access as Canada’s largest institutions.
Founder Shamez Kassam, CFA, MBA worked at Alberta Investment Management Corporation (AIMCo), managing alternative assets for one of Canada’s largest pension funds—over $180 billion in assets. He saw firsthand how institutional investors build wealth differently than what’s available to most Canadians.
Now he brings that institutional expertise to dentists, physicians, and entrepreneurs navigating significant wealth transitions.
Whether you’re a dentist managing a practice sale, a physician optimizing your professional corporation, or an entrepreneur after a liquidity event—we provide access to private equity, infrastructure, and private credit strategies that were once reserved for pension funds.
Our Vision and Mission
Our Vision
To redefine wealth management for professionals and business owners by providing transparent, pension-grade investment solutions that maximize returns, minimize fees, and create lasting financial security.
Our Mission
At Mount Columbia Private Wealth, we empower successful business owners and to take control of their financial future. Through sophisticated private capital strategies, tax-efficient investment solutions, and a commitment to honesty, we help our clients build and preserve wealth with confidence. Our goal is to provide the same caliber of investment opportunities available to pension funds while eliminating unnecessary costs.
Meet Our Team
Our Core Values
FAQ
To start, fill out our contact form, and one of our advisors will reach out to you. We’ll schedule a consultation to understand your financial goals, discuss your investment preferences, and determine the best strategies for managing your assets.
Our Private Capital offerings typically require a minimum investment and are open to accredited investors. To get started, schedule a consultation with our team, and we will walk you through the available opportunities and assess your risk tolerance.
In managing Public Assets, our team conducts thorough market research and builds diversified portfolios that include a mix of stocks, bonds, and other publicly traded securities. We aim to balance risk and returns while keeping your financial goals in focus.