Our team

Nesrine Jabbour BSc, CFP

Founder/Director-Pretium Wealth Management Ltd.

With nearly two decades of experience guiding successful professionals through the complexities of wealth accumulation and preservation, Nesrine Jabbour is a trusted advisor to Business Owners, Incorporated Professionasl and Families across Canada. 

As Principal at Pretium Wealth Management, Nesrine provides disciplined, values-based financial planning and investment counsel tailored to the distinct needs of high-net-worth individuals and their families.

Nesrine brings a deep understanding of the intersection between personal finance and corporate structure, helping clients optimize compensation strategies, mitigate tax, and design efficient investment portfolios aligned with their long-term goals. Her advisory approach integrates advanced planning across retirement income, estate transitions, business succession, and philanthropic giving—ensuring every dollar has purpose and precision.

A Certified Financial Planner® with a reputation for clarity and discretion, Nesrine works with a limited number of households to maintain a boutique, high-touch experience. Her clients value her ability to simplify the complex, anticipate their needs, and deliver peace of mind in a world of noise.

 

When she’s not building financial blueprints for her clients’ futures, Nesrine is a mentor to aspiring professionals and an active contributor to conversations around women’s leadership in finance.

Nesrine graduated university with a degree in Science of Business Management, holds a Certified Financial Planner Designation and currently completing her Tax & Estate Planner Designation.  

 

 

Rotana

CLIENT MANAGER, BA

I graduated from UBC with a BA in Psychology and minor in Sociology. Previously, I worked with Canada Life with the management team for 10 years. After this, I made the transition to work with Pretium Wealth Management. With my experiences in the industry, I bring with me the ability to manage multiple projects with care and efficiency. I believe that a positive attitude and resourcefulness will help in any situation. I am enjoying and looking forward to growing with Nesrine and Amanda while learning from strong women in the industry.

In my spare time, I can usually be found with a good book in hand. Or with toddler in tow, we’re exploring our beautiful city and searching for the best croissant and coffee shop.

Ana Headshot

Anna

CLIENT MANAGER, BA

Anna brings over a decade of experience in banking, accounting administration, and the financial and insurance services sector. With a strong foundation in finance, she holds a Bachelor of Commerce degree with a major in Finance and a minor in Psychology from Halifax, Nova Scotia.


Her diverse background equips her with a unique perspective on managing financial operations and understanding the psychological aspects of financial decision-making.
 
Outside of her professional life, Anna is passionate about a variety of activities that bring joy and balance to her life. She loves cooking, singing, dancing, and staying active through badminton and exercise. A creative at heart, she finds pleasure in photography, capturing memories while traveling, and listening to music. Although she no longer draws as much, she still cherishes the artistic expression it once provided.

Don Lloyd

Don Lloyd

business development consultant

I am an experienced Financial Advisor, I like to apply my extensive knowledge to assist, advise, and guide clients.

Prior to joining Pretium Wealth as a Business Development Consultant, I had a career in finance, spanning three decades. I started on the floor of the Vancouver Stock Exchange as a clerk and worked my way up to becoming a Senior Manager in Equity Trading for a national brokage firm.

Since 2013, I have been a Senior Financial Advisor, with Freedom 55 Financial, supporting numerous clients with their financial and insurance needs.

I am a firm believer that building trust is foremost in maintaining an ongoing successful relationship. I pride myself in offering transparent, honest, and realistic advice. I care deeply about my clients current and future financial needs.

Working together with Pretium Wealth, my goal for each of my clients, is to educate, support, and create solid, individual, financial foundations.

When I am not working for my clients, I spend time with my wife ballroom dancing, fishing, and travelling.

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We are dedicated to helping clients manage their financial assets throughout their investments lifecycle.