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  • 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
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    • Professional Corporation Optimization
    • Private Markets Access
    • Retirement Income
    • Insurance Optimization
    • Investment Management
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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
    • Investment Management
  • Blog
  • Contact

Dentists & Doctors

Mount Columbia > Dentists & Doctors
financial advisor for incorporated professionals
by Shamez Kassam CFA, MBA
September 17, 2026
Business Solution, Dentists & Doctors, 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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Mount Columbia Private Wealth sold your dental practice
by Shamez Kassam CFA, MBA
February 5, 2026
Dentists & Doctors, Opinion, Tips & Tricks

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, 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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