private capital - 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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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 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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