Our Team

Shamez Kassam, MBA, CFA is the founder of Mount Columbia Private Wealth, a Calgary-based wealth management firm. With over 20 years of experience in the financial industry, Shamez has worked extensively with pension funds, high-net-worth individuals, and private investors. He holds an MBA from Columbia University and is a CFA charterholder, combining deep expertise in finance with a passion for helping clients achieve their financial goals. The firm is dedicated to providing personalized investment strategies, with a focus on tax efficiency, transparency, and community involvement. Shamez is also an author and advocate for financial literacy and giving back to the community.

At Columbia Private Wealth, we understand that tax efficiency is a critical component of maximizing your wealth. That’s why we offer the expertise of Zahrah Karmali, CPA an in-house Tax Strategist. She works closely with our clients' accountants to develop strategies that minimize tax liabilities.