Edward Jones-Financial Advisor: Jonathan Dobroskay

Edward Jones-Financial Advisor: Jonathan Dobroskay Throughout my life, helping others has been an integral part of who I am. We strive to bring closure to those with lost loved ones.

I come from a long line of volunteers, in fact, my last name is derived from the word "volunteer". You will likely find me spending my free time with the dogs, volunteering with a not-for-profit group to develop and work, highly trained K9 teams in search and recovery. I chose a career in financial services because I believe I can make a difference in the lives of families in my community by helpi

ng bring assurance to their financial futures. I have been blessed to live out various dreams in my youth. This blessing has turned my focus to helping others to see their dreams come true with confidence. I grew up with Edward Jones as a big part of my family since 1998. The firm's core values meshed tightly with the values of my family. After graduating from business school in 2013, there was no doubt that I would follow in my father's footsteps. I will spend any time I can fit in, with any healthy activity, from gardening in the backyard to hiking deep in the Rocky Mountains. I have had the opportunity to enjoy extensive travels and partake in some adventurous hobbies. I would love to share stories and hear everything about yours as well! If you are going through, or preparing for a life transition, and think you would enjoy chatting with me, call or message me and let's see how we mesh. Cell: 250-575-1596
Office: 250-768-8218
Email: [email protected]

When people describe their retirement vision, it often comes back to simple things—being outdoors, spending time with th...
06/15/2026

When people describe their retirement vision, it often comes back to simple things—being outdoors, spending time with those around them, and enjoying a slower pace of life. And all of those things are tied to one key factor—your wellbeing.

That’s why retirement planning isn’t just about saving enough. It’s about creating a structure that supports both your financial stability and your long‑term health. When those pieces work together, retirement becomes something to look forward to instead of something to worry about.

A balanced plan allows you to enjoy today while still protecting tomorrow. It gives you space to adjust as life evolves and ensures your lifestyle goals remain at the centre of your strategy.

Your financial plan doesn’t have to be complicated to be effective. In fact, some of the strongest plans are simple—clea...
06/12/2026

Your financial plan doesn’t have to be complicated to be effective. In fact, some of the strongest plans are simple—clear goals, steady habits, and thoughtful adjustments over time. The real magic is in the consistency, not the complexity.

But even simple plans benefit from having someone to walk alongside you, help you adapt when life changes, and remind you of the long‑term view when things feel uncertain. It’s the same reason people work with trainers: the right guidance helps keep things on track.

Your financial journey should feel approachable, not overwhelming. And it should reflect the life you want to build—not someone else’s idea of what success looks like.

If you’d like help creating a plan that feels clear and manageable, I’m here anytime.
📞 250‑768‑8218

06/11/2026



🎉🥞 Join Us for a Canada Day Pancake Breakfast! 🇨🇦

Start your Canada Day with a delicious pancake breakfast served by the Rotary Club of Lake Country!

Bring your family and friends and join us for a morning of great food, community spirit, and Canada Day celebrations. We look forward to welcoming residents and visitors alike as we celebrate our great country together.

📅 Canada Day – July 1
📍 Swalwell Park, Lake Country
⏰ Breakfast begins in the morning

Come enjoy the festivities, connect with your community, and celebrate Canada Day with us!

Rotary Club of Lake Country
Service Above Self 🇨🇦🥞🎉

06/10/2026

I recently joined AM1150 radio in Kelowna to talk about stress testing your portfolio, and why every investor should be thinking about it right now.

Stress testing helps you see how your investments might hold up under different economic scenarios, so you can try to make confident financial planning decisions.

Give my interview a listen below.
I'd love to hear what questions it raises for you.

I'm also excited to share insights from the 2026 Edward Jones Financial Fulfillment Survey. The results are a good reminder that true financial fulfillment isn't just about returns, it's about feeling prepared, supported, and in control of your future.
https://www.edwardjones.ca/ca-en/market-news-insights/guidance-perspectives/financial-fulfillment

If either of these resonates, let's connect. It might be the right time to review your plan together.

A simple but important question to ask yourself is: “If I couldn’t handle my finances tomorrow, would someone know what ...
06/08/2026

A simple but important question to ask yourself is: “If I couldn’t handle my finances tomorrow, would someone know what to do?” It’s a practical question, not a frightening one—and it’s a cornerstone of responsible planning.

When someone you trust has the authority to step in, your financial life stays protected, your bills stay paid, and your wishes continue to guide decisions. Without that authority, even simple tasks can become complicated.

Clarity is one of the greatest gifts you can give your loved ones. And setting up the right documents ensures that clarity is in place long before it’s needed.

If you’d like help reviewing this part of your plan, I’m here to walk through it with you.
📞 250‑768‑8218

06/06/2026

Edward Jones Canada and Gallup just released (2026) national research on financial fulfillment in Canada, here’s what the data shows:

• Only 12% of Canadians are financially fulfilled
• 47% feel financially conflicted, feeling both gratitude and stress about money at
the same time
• 41% are in consistent financial stress

What stands out most: in an analysis controlling for net worth, age, and other factors, professional advisors were the only source of financial guidance with a positive association with financial fulfillment. Guidance from other sources including friends, family, personal internet research, news, social media, and AI had no or negative relationships with fulfillment.

If you're not sure your money is working toward what matters to you, that's worth a conversation. Reach out, I'd love to help you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026

As a volunteer firefighter, I’m reminded regularly that life can change quickly and without warning. Those experiences h...
06/03/2026

As a volunteer firefighter, I’m reminded regularly that life can change quickly and without warning. Those experiences have shaped the way I think about planning—not out of fear, but out of respect for how unpredictable life can be. And when I sit with families to talk about their goals, one of the things we often end up discussing is how to protect their retirement lifestyle if health challenges arise unexpectedly.

A strong plan doesn’t just look at the good times. It creates clarity for the uncertain moments, too. And that clarity can make a real difference during stressful situations. It gives people a sense of stability and confidence, knowing they’ve already taken steps to support themselves and their loved ones.

Your retirement deserves both optimism and preparation. You can plan for the life you want while still protecting against life’s surprises.

If you’d like to talk about how to build that kind of balanced plan, I’m always here to help.
📞 250‑768‑8218

Working with a financial advisor isn’t about chasing the highest return or trying to outsmart short‑term market noise. I...
06/01/2026

Working with a financial advisor isn’t about chasing the highest return or trying to outsmart short‑term market noise. It’s about building a life that actually feels meaningful, stable, and aligned with what you value most. Your goals, your family, your wellbeing—those are the things that matter.

Just like a trainer helps you stay focused on long‑term health instead of quick fixes, my role is to help you keep your eye on the bigger picture. Together, we build a plan that supports your lifestyle, protects your future, and gives you confidence in the decisions you make along the way.

When your financial choices reflect your values, the whole journey feels more grounded and intentional.

If you’re looking for guidance that puts your goals front and centre, I’m here to help.
📞 250‑768‑8218

05/29/2026

Many people think financial planning means picking investments, but investing is just one piece of a much bigger picture.

A real financial plan starts with your goals:

• Paying for your child's education
• Buying that dream cottage
• Retiring on your terms
• Leaving a legacy

Those goals are supported by a strategy where seven components work together:

✅ Financial management
✅ Asset management
✅ Tax considerations
✅ Retirement planning
✅ Risk management
✅ Estate planning
✅ Business planning

Alignment across these areas is what turns a strategy into a real plan.

Let’s talk about building a plan that puts you in control of your financial life.

For many families, life can feel like a constant balancing act—supporting aging parents while raising growing kids. It’s...
05/27/2026

For many families, life can feel like a constant balancing act—supporting aging parents while raising growing kids. It’s a season filled with responsibility, love, and sometimes a lot of pressure. And in this stage especially, having clear decision‑making documents becomes an essential part of protecting your family’s financial wellbeing.

These tools help you care for aging parents when they need help, and they also safeguard your own family if something unexpected happens. It’s about creating clarity up and down the generational line, so no one is left managing complicated situations without guidance.

A thoughtful plan lightens the emotional load and gives everyone involved a sense of direction.

If you’re navigating these dual roles and want support building a clearer plan, I’m here anytime.
📞 250‑768‑8218

Address

2300 Carrington Road , Unit 170
West Kelowna, BC
V4T2N6

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm

Telephone

+12507688218

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