canada - Mount Columbia

Tax efficient corporate investing investment strategies

by Shamez Kassam CFA, MBA

October 21, 2026

Corporate Solution, Strategy Business

Tax-Efficient Corporate Investing: Higher Bond Yields Can Be Misleading

I drove to Saskatoon recently to speak to a room full of dentists. If you’ve never made the trip, it’s about six hours from...

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Capital Dividend Account for incorporated professionals

by Shamez Kassam CFA, MBA

October 21, 2026

Business Solution, Corporate Solution, Strategy Business

CDA: The Most Important Financial Acronym for Healthcare Professionals

by Shamez Kassam CFA, MBA Healthcare professionals learn thousands of acronyms. RRSP and TFSA get most of the attention in financial conversations. If you’re...

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Institutional investment strategies for business owners

by Shamez Kassam CFA, MBA

October 21, 2026

Business Solution, Corporate Solution, Opinion, Strategy Business

Institutional Investment Strategies for Business Owners: Managing Uncertainty

I was having lunch on recently with a friend, and we were talking about how much uncertainty there is in the world and in...

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professional corporations and passive income

by Shamez Kassam CFA, MBA

September 22, 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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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 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 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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Tax-Efficient Corporate Investing: Higher Bond Yields Can Be Misleading

CDA: The Most Important Financial Acronym for Healthcare Professionals

Institutional Investment Strategies for Business Owners: Managing Uncertainty

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

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

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

Anything But Bonds

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