Owners rarely have the time to research financial products and consult multiple professionals. That’s why I established Greystone - to take care of the most time-consuming parts of managing and protecting your wealth, so that you can operate your business with a single point of reference for everything financial.
- Phil Hale, President
The right business insurance can provide liquid dollars to offset various costs in unexpected events. What we use are multi-component solutions that provide comprehensive protection.FIND OUT MORE
As a business owner, your retirement income is entirely dependent on your own planning. By hedging investments with risk management solutions, our clients are offered a unique and personalized enhanced retirement plan.FIND OUT MORE
Disability insurance protects you from risks that would reduce your earning ability. Most importantly, it provides repayment of loans or lines of credit in a time of need.FIND OUT MORE
I have worked with Phil for over 10 years and I have enjoyed working with him. He brings to me and my company a wealth of knowledge in the areas of Life Insurance, Investment Planning, and Employee Benefits. He provides prompt and attentive service and I would not hesitate to recommend him.
Dobco Equipment Ltd.
Phil has been providing valuable services to our company in the areas of employee benefits, life and disability insurances for many years. Phil is not only very knowledgeable about the products and services that he provides, he can also be very creative in finding the right solutions for his clients in unique situations and needs. He is always available when we need him and never says no to any requests.
Director of Finance & Administration, Retired
Phil takes the time to understand my individual goals and presents me with options to help me get there.
Scorecard Systems Inc.
We have worked with Phil Hale for many years. Phil is very client focused and provides an exceptional level of service. He ensures we have a complete and full understanding of the group benefit renewal including premiums, experience, and coverage all while ensuring the underwriter is providing the best possible value combination of pricing, coverage and service.
Phil stays active with our account during the year by reviewing our claims / premium experience and holding all stakeholders accountable. Phil is very responsive to our needs and questions by demonstrating a patient understanding of our questions and concerns.
Bruce Bailey, CA, CPA
Vice President Finance
Alcohol Countermeasure Systems Corp