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.

Stephanie Stewart, RHU
Business Development

Stephanie graduated with a Bachelor of Business Administration from Trent University. Stephanie started her career with Great-West Life as a Disability Insurance Specialist helping clients through the sales and claims process. Stephanie has recently assumed the role of Regional Manager, GWL/The Resource Centre, Mississauga. She has significant experience in preparing and presenting solutions to help clients develop and grow their business. Stephanie was a member of the Canadian Synchronized Figure Skating team Nexxice in 2002/03. She competed internationally and won a silver medal at the French Cup.

Ashley Jones, B.A., M.H., RHU
Advanced Marketing Manager

Ashley Jones graduated with a Bachelor of Arts in Philosophy from University of Ottawa. She then traveled to Australia to complete her Masters in Philosophy with a focus on Bioethics from Monash University in Melbourne. Ashley started her career with Great-West Life as a Living Benefits Specialist and brings our team extensive product knowledge, marketing, sales and service support.

Martha De Sa
Client Relations Consultant

Martha strengthens the client-focused behaviour of MTesi Advisory Group by adding her strong background in customer service and administration. She brings extensive knowledge on association plans and claims experience with OMA Insurance. Martha’s depth of experience and personalized hands-on approach is at the heart of her superior style of service. Her primary responsibility is to build and enhance relationships and communication with our current and future clients.