David Kitai

Tbilisi, Toronto

Senior Editor, Wealth at Key Media

Senior Editor at Wealth Professional Canada

wildly uncomfortable

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Articles

Can Canadian offices shrug off their overhangs?

3 days ago | wealthprofessional.ca | David Kitai

Managing Partner explains the issues still plaguing this commercial real estate sector and where glimmers of hope might be appearing By Jun 25, 2025 Canadian real estate investors continue to struggle with a double-digit issue. National office vacancy rates are currently stuck between 17 and 20 per cent, with some slow movement on the margins.
Can Canadian offices shrug off their overhangs?

3 days ago | benefitsandpensionsmonitor.com | David Kitai

Managing Partner explains the issues still plaguing this commercial real estate sector and where glimmers of hope might be appearing By Jun 25, 2025 Canadian real estate investors continue to struggle with a double-digit issue. National office vacancy rates are currently stuck between 17 and 20 per cent, with some slow movement on the margins.
Why this advisor insulates his clients’ financial plans from their home values

4 days ago | wealthprofessional.ca | David Kitai

Evan Inglis explains that despite the utility of homes as an asset, he wants to give clients a range of options beyond selling a house to cover late retirement By Jun 24, 2025 There’s something of a convention in Canadian financial planning, where many of the significant expenses that come very late in life — such as the cost of long-term care — are meant to be covered by the sale of the retirees’ home.
Have advisor fee minimums left young investors at risk?

4 days ago | wealthprofessional.ca | David Kitai

President & CEO of iA Private Wealth explores the unintended consequences of barriers to entry in the age of social media By Jun 24, 2025 Segmentation has underscored much of this industry’s evolution from a distribution business to a service business. Fee compression, margin pressure, and the widening scope of work entailed in ‘holistic wealth management’ have all lent themselves to a focus on higher net worth clients.
Why this advisor insulates his clients’ financial plans from their home values

4 days ago | finance.einnews.com | David Kitai

Evan Inglis explains that despite the utility of homes as an asset, he wants to give clients a range of options beyond selling a house to cover late retirement Jun 24, 2025 Share There’s something of a convention in Canadian financial planning, where many of the significant expenses that come very late in life — such as the cost of long-term care — are meant to be covered by the sale of the retirees’ home.
Goldman, Citi, and other US giants back Canadian fintech in funding round

5 days ago | wealthprofessional.ca | David Kitai

WP award winning firm picks up $110 million (CAD) in series B funding By Jun 23, 2025 Canadian financial planning software firm Conquest Planning just announced the results of its Series B funding round, in which it raised $110 million (CAD) from a set of US and global venture capital luminaries. The raise was led by Growth Equity at Goldman Sachs Alternatives, as well as Citi Ventures, BDC Capital, TIAA Ventures, USAA and Canapi Ventures.
Inside Picton’s rebrand, its push for alts, and its embrace of the bear

1 week ago | wealthprofessional.ca | David Kitai

Formerly Picton Mahoney, the asset manager is rolling out a new brand package “built from the bear up” By Jun 16, 2025 In its 20-year history, Picton Mahoney hasn’t been afraid to introduce nuance into the conversation. The asset management firm has established itself on the street as a source of thoughtful strategy and well-articulated insight.
IIAC announces new name, recommits to catalysing change

1 week ago | wealthprofessional.ca | David Kitai

President & CEO explains how new branding as Canadian Forum for Financial Markets reflects the organization’s goals and methods By Jun 16, 2025 The Gordian Knot is a legend from ancient Greece, of a rope tied to an oxcart so entangled and interwoven that whoever could untie it was promised to rule all of Asia. In the legend, a young Alexander the Great approached the knot, pulled out his sword, and cut through it.
Why CI GAM sees a global rotation away from US overweights

2 weeks ago | wealthprofessional.ca | David Kitai

US overweight positions drove outsized returns for retail and institutional investors in the past decade, but Lorne Gavsie and his firm see that trend adjusting By Jun 13, 2025 US exceptionalism defined the past decade and a half of equity investing. Economic growth in the United States became a defining feature of equity markets, drawing more and more global and domestic investors towards its equity sector.
Why advisors need to be familiarizing themselves with RDSPs now

2 weeks ago | wealthprofessional.ca | David Kitai

Planning director outlines advantages for Canadians with disabilities, or their families, in advisors optimizing use of RDSPs By Jun 12, 2025 According to Statistics Canada, nearly one third of the total Canadian population has a disability. Even when we bucket out younger demographics, the numbers are staggering. 24 per cent of working age adults had a disability in 2022, and 20 per cent of youth were also living with disabilities.