Canada’s largest pension funds — including CPP Investments, Ontario Teachers’, and Alberta Investment Management — allocate significant portions of their portfolios to private equity, private credit, and infrastructure. These asset classes have historically delivered strong returns with lower volatility than public markets alone, yet they’ve been largely inaccessible to individual investors. Mount Columbia Private Wealth was built to change that. Drawing on founder Shamez Kassam’s experience working with private assets at Alberta Investment Management, we provide our clients with access to the same types of institutional-quality private market investments used by the country’s most sophisticated investors.

Our portfolios are built on a foundation of low-cost index funds for public market exposure, complemented by carefully selected private market allocations that enhance diversification, reduce overall portfolio risk, and improve long-term return potential. These include private equity funds, private credit strategies that generate steady income, and infrastructure investments that offer inflation protection and stable cash flows. Every private market allocation is evaluated through the same rigorous, evidence-based lens we apply to all investments — because access alone isn’t enough; it’s access combined with disciplined selection and pension-grade due diligence that makes the difference.