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.