Adam Calibaba, Financial Security Advisor

BIO

 I grew up in the small town of Radville, Saskatchewan. This is where I was raised and participated in many sports. Once finishing high school in 2005, I started to attend post-secondary education at the University of Regina, where I graduated with a Bachelor of Business Administration (B.B.A.) degree majoring in Finance.

In summer 2009, I sought out Freedom 55 Financial and decided it was the right place to start my career as a financial security advisor. After more than two years of being with Freedom 55 Financial, I decided in May 2012 to incorporate my business and start Calibaba Wealth Management Inc.

In 2015 I completed my Certified Executor Advisor (CEA) which is an accredited specialist advising Canadian executors using a team-oriented networking approach.

CEAs will likely have expertise in one (or more) of the disciplines required by executors and, by taking the CEA program, gain a practical level of knowledge in all remaining areas. Their relationships with experts in these other areas help them provide executors with general guidance while providing comprehensive support as and when needed.

 

CALIBABA WEALTH MANAGEMENT INC.

VISION

To meet and retain enough qualified individuals to whom I can provide tremendous value while building lifelong relationships.

MISSION

My mission is to qualify and acquire clients that I can help for life. I do this by asking the right questions to determine together if there is a reason for us to work together. I use these questions to understand not only the financial aspects of a client’s life, but the emotional side as well.

VALUE STATEMENT

I help people create, build and protect their wealth while creating greater financial certainty.

Calibaba Wealth Management Inc accomplishes this by helping clients in four basic areas of financial security planning:

  • Financial security at death
  • Income protection
  • Liquidity/investing
  • Retirement/estate planning