canada - Mount Columbia

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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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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