I founded Greystone Insurance and Financial Services Inc. (Greystone) and shaped my business with a thorough understanding of business ownership and the challenges owners often face — challenges that I myself experience. That's why the solutions I offer are the same ones I use for my business and my family.
A mentor of mine once told me, "It's not all about how much you know, but rather how much you choose to care." After 20 years in the industry, I still believe this to be true. My aim is to use my knowledge and resources to help you and your family achieve the financial security you deserve.FIND OUT MORE
With 25 years of industry experience, Phil founded Greystone Financial in 2001. As an entrepreneur, he has developed risk-reduction strategies exclusively for entrepreneurs throughout his career. From working as an investment advisor to focusing on risk management for key executives, Phil has always enjoyed finding smart solutions to his clients’ unique challenges.
Phil built a team with a wide array of expertise and specialized his approach for business owners, because he knows planning against unforseen risks is often neglected by busy entrepreneurs. Understanding his clients’ personal as well as business needs, Phil designs protection plans to provide for both. From life and disability insurance to employment benefits solutions, Phil established his firm as a single point of contact for all of his clients’ needs. With a diversified team and vast professional resources, Phil offers not only well-designed solutions but also time-efficiency through integrated planning. To him, the key in helping entrepreneurs is to provide them the time and focus they need for bettering their business.
Outside of work, Phil enjoys skiing and boating with his family. He has 3 children and 1 grandchild. As a community leader, he coaches soccer on the weekend and supports sports and music programs in schools.
email@example.com | Tel. (905) 581-5575 ext.101
Alex joined Greystone in a full-time advisor position in 2017, after completing his post secondary education in Global Business Management at Sheridan College.
Alex has spent summers working at a real estate office in cottage country where he executed marketing and advertising strategies, during peak season of sales. Alex has been working alongside Phil at Greystone Financial since 2014, he searches for new clients and tends to their needs.
firstname.lastname@example.org | Tel. (905) 581-5575 ext.103
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