Kelly Dolgopol

Kelly was born and raised in Kelowna, BC, and earned her Bachelor of Business Administration with a major in Finance from Okanagan College. She joined the team in 2022 and transitioned into a licensed associate role by January 2023. Kelly holds both her IIROC Securities License and her Life License Qualification Program (LLQP) insurance license. Kelly is passionate about helping individuals create synchronized financial plans that reflect what matters most to them. She takes a personalized and proactive approach, working closely with clients to ensure they feel confident, informed, and supported throughout their financial journey. Her goal is to build lasting relationships and empower people to make sound decisions for their future. As she continues to grow in her career, Kelly is pursuing the CERTIFIED FINANCIAL PLANNER® designation to deepen her expertise and expand the value she brings to her clients. Outside of work, Kelly enjoys spending time outdoors and everything the Okanagan has to offer. Whether it’s hiking, biking, paddleboarding in the summer, or snowboarding in the winter, she’s always up for an adventure.