David Kitai

David Kitai

David Kitai is a senior editor in the Wealth vertical for Key Media. He is responsible for content across Wealth Professional and Benefits and Pensions Monitor. He’s a graduate of the Master of Journalism program at the University of British Columbia.

David is a journalist with experience in magazine editing, radio production, and international reporting in Toronto, Vancouver, and Tbilisi. He loves wine and cooking and is always looking for a new recipe.

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Why advisors should factor the cost of liquidity into their alts allocations

Principal at fixed income asset manager offers a view on liquidity issues that could impact the returns profile that many advisors see in private assets

Why advisors should factor the cost of liquidity into their alts allocations

Book valuation a question of what market will bear

Partner at professional services firm explains that estimates and numbers mean less for advisors than what one party is willing to pay

Book valuation a question of what market will bear

Why tax time leaves clients vulnerable to fraud

Telecom expert outlines what makes this time of year so challenging for clients, and what advisors can do to help

Why tax time leaves clients vulnerable to fraud

Harvest ETFs' CEO unpacks new strategies

Michael Kovacs explains why his firm has launched their first "balanced" ETFs, and why they've added an industrials product

Harvest ETFs' CEO unpacks new strategies

Why the CRA's bare trusts 'fiasco' has made advisors' lives more difficult

Advisor who offers full tax service explains how a sudden reversal and poor communication has eroded client trust in the system

Why the CRA's bare trusts 'fiasco' has made advisors' lives more difficult

How can advisors help clients manage Trudeau's new budget

Capital gains inclusion rate is set to rise and the feds seem ready to pick winners and losers between business owners, what can advisors do to help their clients now

How can advisors help clients manage Trudeau's new budget

iAPW shares plans, details of brokerage acquisition from Laurentian Bank

Senior Vice President at iA Private Wealth explains what the acquisition means for the 30 advisors being brought onboard, the 800+ advisors at iAPW, and the wider industry

iAPW shares plans, details of brokerage acquisition from Laurentian Bank

Why Michael Lee-Chin is investing in nuclear power

Billionaire advisor and entrepreneur says the same principles that he used to build his wealth have dictated a focus on nuclear energy

Why Michael Lee-Chin is investing in nuclear power

Pat Dunwoody reflects on Canadian ETFs

As she departs CETFA, the outgoing executive director explains just how far ETFs have come in Canada since she took the reins in 2012

Pat Dunwoody reflects on Canadian ETFs

Expectation management in tax season

Advisor explains what more he can do for clients during tax season, and highlights why he coaches them to understand that owing tax in April is better than a refund

Expectation management in tax season