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    • Healthcare Practice Owners
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desined securities (2)
  • About
    • Shamez Kassam, CFA, MBA
    • Our Assets
    • Frequently Asked Questions
  • Who We Serve
    • Dentists & Dental Specialists
    • Physicians & Medical Professionals
    • Healthcare Practice Owners
    • Entrepreneurs & Business Owners
    • Incorporated Professionals
  • Our Services
    • Liquidity Event Planning
    • Professional Corporation Optimization
    • Private Markets Access
    • Retirement Income
    • Insurance Optimization
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Dentists, Doctors & Healthcare Professionals

Mount Columbia > Dentists, Doctors & Healthcare Professionals
financial advisor for incorporated professionals
by Shamez Kassam CFA, MBA
October 5, 2026
Business Owner Pensions, Dentists, Doctors & Healthcare Professionals, Opinion

Does Your Advisor Have the Whole Toolbox?

An incorporated healthcare professional (such as a dentist or doctor) will typically have a financial situation that is more complicated than a typical individual...
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professional corporations and passive income
by Shamez Kassam CFA, MBA
September 22, 2026
Dentists, Doctors & Healthcare Professionals, Investment Strategies, Opinion

The $50,000 Problem Nobody Mentions When They Sell You a Corporate Portfolio

There is a number that governs how a professional corporation should invest, and unfortunately, this is often overlooked. When it comes to professional corporation...
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Mount Columbia Private Wealth sold your dental practice
by Shamez Kassam CFA, MBA
February 5, 2026
Dentists, Doctors & Healthcare Professionals, Opinion

Sold Your Practice? The 90-Day Window That Could Cost You Thousands

Why the first three months after a liquidity event are the most expensive mistakes business owners make You’ve spent years—maybe decades—building your practice or...
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Mount Columbia Private Wealth infrastructure investments
by Shamez Kassam CFA, MBA
January 30, 2026
Dentists, Doctors & Healthcare Professionals, Opinion, White Papers

How & Why High-Net-Worth Professionals Access Infrastructure Investments

Accessing Pension-Grade Investments for Physicians, Dentists, and Business Owners A Mount Columbia Private Wealth White Paper 2025 Edition Executive Summary For decades, Canada’s largest...
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by Amy
February 5, 2025
Dentists, Doctors & Healthcare Professionals, Opinion

Why Retirement Requires a Different Investment Strategy

Why Retirement Requires a Different Investment Strategy Retirement marks a fundamental shift in financial priorities and challenges for investors. Transitioning from accumulating wealth to...
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by Amy
February 5, 2025
Dentists, Doctors & Healthcare Professionals, Opinion

The #1 Trend in Private Wealth: Pension-Quality Private Assets for Individual Investors

For decades, Canada’s largest pension funds have benefited from private assets—investments in infrastructure, private equity, real estate, and private credit that offer diversification, stability,...
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Recent Posts

  • Tax-Efficient Corporate Investing: Higher Bond Yields Can Be Misleading
  • CDA: The Most Important Financial Acronym for Healthcare Professionals
  • Institutional Investment Strategies for Business Owners: Managing Uncertainty
  • Does Your Advisor Have the Whole Toolbox?
  • The $50,000 Problem Nobody Mentions When They Sell You a Corporate Portfolio
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