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.
Your Goals, Our Priorities
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
Transfer of Wealth
Will and Estate Planning
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.
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.