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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
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    • Professional Corporation Optimization
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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
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Uncategorized

Mount Columbia > Uncategorized
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...
Read Details
by Amy
March 3, 2025
Uncategorized

Why Infrastructure Investing is Attractive for Retirees

Why Infrastructure Investing is Attractive for Retirees In a world of declining interest rates, investors (and especially retirees) are continually seeking opportunities that offer...
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by Amy
February 5, 2025
Uncategorized

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
Uncategorized

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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