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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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professional corporations and passive income

by Shamez Kassam CFA, MBA

September 17, 2026

Business Solution, Corporate Solution, Opinion, Strategy Business

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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retirement income planning in canada build a paycheck

by Shamez Kassam CFA, MBA

September 11, 2026

Opinion

Retirement Income Planning Canada: A Dangerous Time, 25 Years Later

Twenty-five years ago, I was on an MBA tour of American business schools with my father. On September 10, 2001, we crossed the border...

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Mount Columbia Private Wealth nostalgia is not a strategy 60-40 portfolio

by Shamez Kassam CFA, MBA

March 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 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 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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Does Your Advisor Have the Whole Toolbox?

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

Retirement Income Planning Canada: A Dangerous Time, 25 Years Later

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

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

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

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

Anything But Bonds

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