Dan Soublière

Dan Soublière

Senior Investment Advisor

Working together to help you achieve what truly matters to you

Phone

Office

(613) 783-4012

Office Location

360 Albert Street Suite 1100 Ottawa, ON K1R 7X7. map

Dan began his financial career in 1995 as one of TD Bank Group’s very first Investment Advisors. Following several successful years, Dan was promoted to Vice President and Managing Director of TD Evergreen in charge with co-managing the Eastern Ontario region. After growing the business considerably, Dan redirected his practice to focus exclusively on advising private clients.

Today, Dan specializes in managing the assets of affluent individuals, corporations and charitable organizations. Together with his long-time colleagues, Chris Martin and Alex Anderson, Dan launched the Ottawa Wealth Advisory Group at TD Wealth Private Investment Advice to offer a high calibre of investment acumen, extensive experience and first-hand knowledge in the major market cycles.

Dan’s goal is to focus on matching clients’ investment objectives to appropriate investments by utilizing dynamic asset allocation and risk management techniques while helping generate tax-efficient income for high-net-worth individuals, trusts and estates.

Dan is experienced in tough market conditions and has strong relationships with key analysts, traders and research professionals who assist him by providing him with knowledge and access to pertinent market information. He monitors an extensive array of research resources to stay at the forefront of the fixed income and equity markets. His experience in his previous career working for various high-tech firms gave him valuable business experience and insight into the markets. Dan actively connects his clients to other TD Specialists in taxation, estate planning and charitable giving.

Born, raised and educated in Ottawa, Dan is fluent in English and French. He is married and has five children. Together with his wife, Dan is enjoying the important and rewarding task of raising their family.

Phone

Toll Free

1(877) 275-5953

Branch Phone

(613) 783-6197

Branch Fax

(613) 783-4075

Languages

French

English

Ottawa Wealth Advisory Group

Visit my team page to learn more

Ottawa Wealth Advisory Group

Visit my team page to learn more

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Article

Money Talk

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Hear what matters.
Watch our top story now

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Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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2017 Summer Newsletter

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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