Who We Are

Andy Schwartze

Andy Schwartze completed his university training in the United States, with a Bachelor of Science degree from Ithaca College, N.Y. and an MBA in commercial law and organizational behaviour from Syracuse University, N.Y. Over the years, Andy has attended many industry related seminars and courses, including completion of the Harvard University Law School Mediation Workshop.

His career as an insurance professional includes extensive broking and consulting responsibilities, as well as the development and underwriting of specialty insurance programs and their marketing strategies. Familiarity with the U.S., European and Canadian insurance markets has enabled him to feel comfortable in the international insurance community and, as a former instructor for, and past president of, The Insurance Institute of Ontario, he is involved in the development and teaching of specialty topics to other insurance professionals.

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Alan Paterson

Alan Paterson graduated from University of Toronto with a B. Comm and started work as an underwriter with a large Canadian insurance company.

Following that, he joined his father with whom he enjoyed a long and successfull partnership in a family insurance brokerage. Certificates in risk management, property casualty, and life insurance have added significantly to Alan's depth as a seasoned expert advising business owners and their families. The happily married and proud father of 3 grown children, Alan is an enthusiastic runner, and has numerous marathons and an ironman to his credit.

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David Rubin, CFP, EPC, RHU
Advanced Case Consultant

After a successful career as an entrepreneur, David has spent the past 12 years in the financial services industry in a variety of roles with Canada's largest insurance companies. A Charter member of the Elder Planning Council, he has been instrumental in the development of a number of estate and insurance-based planning strategies.

As one of the industry's premier technical experts on insurance and its integration into overall financial planning, David has helped developed many of the tools and materials used by advisors across the country. His grasp of the intricacies of various policies allows David to provide outstanding competitive analysis and client recommendations that are a true reflection of their goals and objectives. His skill at communicating complicated and detailed concepts into client-friendly language makes him an excellent addition to our team.

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Geoffrey Smith, B.A. (Hons.) LL.B.
Tax & Estate Planning Consultant

Geoff has recently assumed the role of Tax and Estate Planning Consultant, Private Wealth & Estate Services, GWL/London Life, The Resource Centre, Toronto.

He has significant experience in preparing and presenting Life Insurance and Wealth Management solutions for business owners and high net worth individuals. Clients appreciate his practical and relaxed approach.

Geoff is a tax, estates and corporate lawyer, called to the Ontario Bar in 1992. He was in private practice at a Toronto law firm from 1992-96.

Geoff has an Honours B.A. in English Literature from University of Toronto and Edinburgh University. He received his LL.B. from Queen’s University in Kingston, Ontario.

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Emilio DeLuca,
FMA, CFP, CLU

In his role as a Life Marketing Manger with The Resource Centre for Great-West Life, Emilio provides advanced level planning support to financial advisors. His expertise is sought after by many advisors working with business owners and wealthy family clients. His 10 plus years in the financial services industry also include banking and investment experience.