David Kitai

Tbilisi, Toronto

Senior Editor, Wealth at Key Media

Senior Editor at Wealth Professional Canada

wildly uncomfortable

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Articles

How a covered call spread gold ETF works

1 week ago | wealthprofessional.ca | David Kitai

Managing director highlights uniqueness of spread strategy designed to limit upside cap on options ETF By May 30, 2025 Gold bullion might not be the first asset that comes to mind when we think about options strategies. Gold is a textbook safe haven asset that has enjoyed a rapid price appreciation run in recent years.
Managing 'early inheritance' as an advisor, from home buying to retirement help

1 week ago | wealthprofessional.ca | David Kitai

Advisor explains that ‘early inheritance’ can come at various stages of life, explains his role in facilitating that process By May 29, 2025 Canadians have become pretty used to the idea that mom & dad might help out with a first home purchase. Real estate prices, intergenerational wealth gaps, and the sheer inaccessibility of that first rung on the wealth ladder have made a conversation about ‘early inheritance’ into a mainstream part of financial planning and wealth building.
As Trump catalyses uranium run, analyst offers longer-term view

1 week ago | wealthprofessional.ca | David Kitai

Brooke Thackray explains how advisors can introduce the "Rodney Dangerfield" commodity to their investors By May 28, 2025 Uranium is one of those commodities that endlessly frustrates investors despite a trajectory that makes total sense on paper. The world is transitioning to net zero energy production and for all the ways renewables have become cheaper, they do not have the ‘always on’ feature that our grids demand.
Building a family practice

1 week ago | wealthprofessional.ca | David Kitai

How eleven years as a couple inform the way Philippe and Lee-Ann D'Astous build their advisory practice together By May 27, 2025 Philippe & Lee-Ann D’Astous operate with a baseline level of trust and rapport that any advisory practice would envy. As a married couple and partners in an advisory practice, they have to navigate the challenges and demands of running a business against their own relationship.
As Trump upends tax treaties, advisor says 'now's the time' to talk to clients

1 week ago | wealthprofessional.ca | David Kitai

Proposals in "One Big Beautiful Bill Act" could see far higher taxes paid by Canadians on US investments, cross-border advisor calls says it's time to build contingencies By May 27, 2025 Because decisions in Washington hadn’t been giving Canadian advisors enough headaches this year, proposals in the new “One Big Beautiful Bill Act” could see tax treaties upended, potentially costing Canadian investors more than $81 billion in additional taxes over the next seven years.
CIO offers cautious optimism about PM Carney for investors, advisors

1 week ago | wealthprofessional.ca | David Kitai

Highlighting early decisions and campaign promises, Theresa Shutt sounds a note of reassurance about the 4th Liberal term in government By May 26, 2025 Mark Carney’s tenure as Prime Minister looks set to be defined by the issue that dominated the campaign trail and, likely, brought him to power: trade with the United States.
Travellers are avoiding the US, what does that mean for travel stocks?

2 weeks ago | wealthprofessional.ca | David Kitai

Portfolio manager behind Canadian listed travel ETF explains potential implications of more US-averse travellers By May 23, 2025 As early as March Accor group CEO Sebastien Bazin sounded the alarm bell on US travel bookings. In an interview with Bloomberg, the hotel executive said the number of Europeans booking hotels in the US this summer had declined by 25 per cent, despite global increases in bookings.
The conversations cottage buyers need to have with their financial advisors

2 weeks ago | wealthprofessional.ca | David Kitai

VP of tax and estate planning talks about the wider ramifications of a vacation home purchase, highlights what advisors need to know By May 22, 2025 With summer officially underway in Canada, many advisors and their clients could be heading out for a few cottage weekends. For those who don’t own a lakeside escape, that means an Airbnb, a family cottage, or cajoling a friend to borrow the place for a weekend.
Want to build a HNW network? Focus on the service you provide

2 weeks ago | wealthprofessional.ca | David Kitai

Advisor explains the importance of a network building strategy, but emphasizes that trust is earned through quality work By May 21, 2025 There’s a moment in the early months and years of an advisor’s career, when they start urgently searching for an introduction. The first stage of this career, for many, comes with their own personal networks and the centres of influence they already know.
How advisors, firms can assess where AI adds value and where it's just a sticker

2 weeks ago | wealthprofessional.ca | David Kitai

Tech leaders explain how they integrated AI into their model, highlighting the functions that require an AI and the functions that don't By May 21, 2025 AI is everywhere now. Even, sometimes, in places it isn’t. The promise of AI has turned to hype and prompted countless tech platforms to highlight AI as a core part of their offering, when it may still be just a marginal add-on.