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Opinion

Mount Columbia > Opinion
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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Mount Columbia Private Wealth nostalgia is not a strategy 60-40 portfolio
by Shamez Kassam CFA, MBA
January 18, 2026
Opinion

Nostalgia Is Not a Strategy – 60/40 portfolios are a thing of the past

“The old order is not coming back. We should not mourn it. Nostalgia is not a strategy.” When Prime Minister Mark Carney delivered those...
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Mount Columbia Private Wealth investment advisor
by Shamez Kassam CFA, MBA
January 7, 2026
Opinion, Tips & Tricks

5 Questions to Ask An Investment Advisor Before Handing Over Your Proceeds

How to tell the difference between someone who manages money and someone who can actually help you. After a major liquidity event, you’ll have...
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Mount Columbia Private Wealth Anything but bonds
by Shamez Kassam CFA, MBA
December 15, 2025
Opinion, Uncategorized

Anything But Bonds

For forty years, bonds were the bedrock of every balanced portfolio. Safe. Reliable. Boring in the best way. Then came 2022. Long-term government bonds—the...
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Recent Posts

  • Sold Your Practice? The 90-Day Window That Could Cost You Thousands
  • How & Why High-Net-Worth Professionals Access Infrastructure Investments
  • Nostalgia Is Not a Strategy – 60/40 portfolios are a thing of the past
  • 5 Questions to Ask An Investment Advisor Before Handing Over Your Proceeds
  • Anything But Bonds
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