Jay Kolebaba
Jay Kolebaba
Associate Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
Working together to help you achieve what truly matters to you
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Jay Kolebaba, CIM®, CFP®
Jay brings over 14 years of experience in investment planning and portfolio construction to the Kolebaba Wealth Advisory Group, but he brings something else, too — a keen intuition for how to connect with people, whether they’re clients or colleagues. Always willing to share his insights and experience, Jay is the team member everyone can look to for help working through a challenge or building a relationship.As an Investment Advisor and Associate Portfolio Manager, Jay seeks to provide comprehensive financial advice to his clients, working closely with them to help them achieve their goals. A graduate of the University of Lethbridge, Jay also holds Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations. He actively contributes his time to the Calgary community by volunteering with Alberta’s Junior Achievement Program to teach junior high students about banking fundamentals.
Prior to the pandemic, Jay was the sole observer of what the office has dubbed ‘formal Fridays,’ thanks to his ever-present suit. In his spare time, he enjoys traveling with his wife and young family, especially to unique and obscure places. Jay is also an aviation buff and flower enthusiast, his front garden is often the envy of his neighbours.
Kolebaba Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Certificates
CFP®
CIM®
Languages
English
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
Empowering Polly to achieve financial success
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
Putting finances into perspective
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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