Jay Kolebaba
Associate Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
BMgt
Working together to help you achieve what truly matters to you
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Jay Kolebaba, CIM®, CFP®, B.Mgt
With over 18 years of experience at TD Wealth, Jay Kolebaba is a seasoned Associate Portfolio Manager and Senior Investment Advisor who brings a disciplined, client-focused approach to wealth management. Holding both the Charted investment Manager (CIM®) and Certified Financial Planner designations (CFP®), he combines advanced investment expertise with holistic financial planning to help clients navigate complex financial landscapes and achieve their long-term goals.Jay specializes in building customized investment portfolios tailored to each client's unique risk profile, values and objectives. He works closely with high-net-worth individuals, families and business owners to deliver integrated strategies that encompass retirement planning, tax efficiency, estate planning and wealth preservation, engaging TD specialists where appropriate.
A key focus of Jay's practice is multi-generational wealth planning – helping to ensure that wealth is effectively transferred, managed, and protected across generations. By facilitating family conversations around legacy, financial literacy and succession, Jay helps clients create enduring financial legacies that align with their values.
With his commitment to transparency, sound advice and proactive service Jay builds lasting relationships rooted in trust and performance. Whether markets are rising or volatile, he remains focused on helping clients make informed decisions and stay aligned with their financial vision.
When he's not working, Jay loves to garden, and he enjoys traveling and making memories with his wife and daughters.
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®
BMgt
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:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
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
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
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
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
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Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
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