Our team

Nesrine Jabbour BSc, CFP

Founder/Director-Pretium Wealth Management Ltd.

When I started my own full-service firm 13 years ago, I was driven to excel by my own money story. I’m known for my big laugh, a relentless drive to succeed and graciously working my way up in a male dominated industry.

I can see so clearly now, that it’s only in hindsight that we can look back and connect the dots. Working multiple jobs, showing up daily with tenacity and having the wisdom to start an RRSP at the age of 17 laid the foundation of my success and sparked a drive in me that fuels me to this day. I’ve never been more excited to create even more wealth & possibilities for my clients with my proven process.

Established entrepreneurs and business owners hire me to apply my unique blend of wisdom & tax planning to create more than prosperity & affluence for them. Together we fund a summer cottage on the lake where the family can gather or a 50th wedding anniversary celebration or providing a down payments for their children’s first home.

It’s so much more than money, it’s what you want to do with your wealth that matters.

I graduated university with a degree in Science of Business Management and hold my Certified Financial Planner Designation, striving everyday to continually grow professionally and personally. I am passionate about giving back and have been involved with various charities, including the SOS Children’s Villages , volunteering as their committee chair.

Personally, I believe that wealth & health go hand-in-hand and I believe in challenging my physical limits especially nowadays, to keep up with my two very energetic boys. I get outside as often as possible; I do love a good trail run and am always looking to train for my next half marathon.

Nesrine is a proud member of the Million Dollar Round Table

 

Amanda Nelson (Lynch)

Certified Financial Planner™, BBA

Over the past six years, I have built a practice based off trust, loyalty, and my strong relationships with my clients. I pride myself on my emotional intelligence, crisis management and ability to relay financial education in a clear and concise manner.

A large part of my practice is working with clients to understand their financial choices and educating them on different options that pertain to their specific situation. By doing so, it empowers them to be a part of the planning process and have a better understanding of how we achieve their goals. I graduated university with an Advanced diploma in Strategic Management and a Bachelor of Business Administration and with my drive for continued learning and growth, I went back to school to obtain my Associate Certificate of Financial Management (BCIT). I also received my Certified Financial Planner designation along the way.

My tenacity and utmost hard work and dedication drove my success in bringing a holistic approach to planning. When not in the office, you can find me out in the woods hiking, camping, and enjoying all BC has to offer while chasing after my two boys.

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.

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.