Dan Soublière

Alex Anderson, CFA
Vice President, Portfolio Manager and Investment Advisor
TD Wealth Private Investment Advice

As Vice President, Portfolio Manager and Investment Advisor for the Ottawa Wealth Advisory Group, Alex leads the team’s investment strategy and portfolio management platforms. He strives to astutely select investments to help create a suite of proprietary model portfolios that we can leverage to address each client’s individual goals, objectives and risk tolerance parameters.

Alex brings a key differentiating factor to our team – he is qualified to offer discretionary portfolio management for clients who opt to entrust their day-to-day investment decisions to him. Discretionary services empower Alex to take swift action on opportunities or downturns without waiting to receive permission from clients. This also keeps conversations centered on big-picture goals rather than individual trades. In addition to his role as our team’s Chief Investment Strategist, Alex also applies his extensive experience advising individuals and corporations and maintaining client relationships with dedication.

Alex graduated from Santa Clara University in Silicon Valley and joined TD Wealth in 2003. He helmed his own investment group for 11 years before teaming up with Chris Martin and Dan Soublière to create the Ottawa Wealth Advisory Group.

Alex holds the Chartered Financial Analyst (CFA) designation and belongs to the CFA Society of Ottawa. The CFA designation is considered the gold standard of financial designations by The Economist (February 2005) and the investment industry at large. CFA charterholders adhere to rigorous standards of ethics, transparency and continuing education.

On a personal level, Alex enjoys coaching little league baseball and minor league hockey, as well as spending time outdoors with his wife and their three young children.  

Dawn Cameron, PFP
Associate Investment Advisor
TD Wealth Private Investment Advice

Prior to joining our team, Dawn spent 23 years gaining financial services experience with TD Bank Financial Group. This included obtaining roles as Manager of Customer Service and Sales, District Manager of Investment and Banking Solutions, and Branch Manager for TD Canada Trust. Most recently, Dawn had the opportunity to open a new TD Canada Trust branch in her community where she was thrilled to meet customers and thrived at giving financial advice and counselling to both clients and employees alike. Dawn has been referring clients to Chris Martin for wealth management solutions since 1993 and joined his team in 2015.

Dawn now plays a leading role in constructing and implementing wealth strategies and forging long-term relationships for the Ottawa Wealth Advisory Group in both official languages. She draws on her extensive knowledge of the industry and Personal Financial Planner designation while working closely with other members of the team to bring our clients highly tailored solutions.

Dawn holds a Business degree from the University of Western Ontario. She and her husband have had the pleasure of living and working in the Ottawa community since 1993 and enjoy spending summers at their cottage with family and friends. Their two daughters keep them busy with competitive hockey, singing, swimming, softball and touch football.

Lesley Gover
Client Service Associate
TD Wealth Private Investment Advice

Lesley Gover began working with Chris Martin and Dan Soublière in 2004 and brings almost 30 years of industry experience to our clients. She is fully licensed to trade securities. She fosters rewarding client relationships as your primary contact regarding new account applications, transfer documentation, day-to-day inquiries, scheduling, and all other administrative matters.

We believe that with her knowledge, professionalism and exceptional client service skills, Lesley plays an integral role in enhancing your wealth management journey.

Lesley and her husband have three children who are active in rugby, dance and soccer. She is an avid reader who enjoys cottage life and spending time in the great outdoors. She also loves being her husband’s number one fan as he drums in a blues band in the Ottawa and Kingston areas.

Carol Williams
Assistant Investment Advisor
TD Wealth Private Investment Advice

Carol brings over 20 years of experience in the financial industry. She has worked with Chris Martin and Dan Soublière since 1996 and is responsible for our team’s trading and account activities. She also assists with corporate reorganizations and shareholder services.

She is a graduate of Carleton University with a Bachelor of Arts degree. Carol’s knowledge and professionalism have earned her the respect of her colleagues and clients alike. Our clients rely on her to assist them in meeting their goals by addressing their unique circumstances. We believe that she provides exceptional service – gathering documentation for tax preparations, making contributions to RRSPs and TFSAs, managing RRIF withdrawals, issuing cheques and depositing investment capital in an effort to simplify our clients’ busy lives.

One of Carol’s favourite pastimes is climbing mountains with Dream Mountains Foundation to raise money for leading charities. She has climbed all around the world – in locales including Africa, Nepal, Chile, Argentina, and California. Carol also enjoys skiing with her husband and two girls at Mont-Tremblant.

Gloria Stewart
Client Services Associate
TD Wealth Private Investment Advice

Gloria joined TD Bank Group as we launched onto the Canadian investment landscape with TD Evergreen in 1993. Gloria began as a Branch Administrator before joining the Anderson team as a Client Service Associate. In 2017, Gloria and Alex joined Chris Martin and Dan Soublière to form the Ottawa Wealth Advisory Group. 

Currently supporting Alex Anderson, our team’s Portfolio Manager and Chief Investment Strategist, Gloria helps to transition clients to our Privately Managed discretionary platform. In this role, she assists in the creation of Investment Policy Statements, preparation of quarterly reports, monitoring of clients' portfolio parameters, and model trading.

Gloria prides herself on forging close connections with our clients and their families to provide truly personalized service and an enjoyable wealth experience. Before joining our industry, Gloria helped people in a different way. She graduated from the Childcare Worker Program at St. Lawrence College to work with adolescents with physical, social and behavioural challenges.Her early career was dedicated to helping developmentally delayed teens in Kingston to transition to an independent life.

Family is central to Gloria’s life. She and her husband of almost 30 years have a grown son and daughter. Gloria and her husband enjoy travelling and spending time with their family.