Legal

© Greystone Insurance and Financial Services Inc. All Rights Reserved. This publication is owned by Greystone Insurance and Financial Services Inc. c/o Carol Philips, Carol.Phillips@freedom55financial.com

This publication may be used for non-commercial, personal and educational information purposes only, and may be viewed, copied, printed and distributed only in accordance with these terms and conditions of use.

All printouts, copies or reproductions in any form or medium of all or any part of this publication must include all copyright and or trade-mark notices that were originally included.

© 2020, Greystone Insurance and Financial Services Inc., The information contained herein is derived from sources which are believed to be reliable, but Greystone Insurance and Financial Services Inc. (GIFSI) makes no representation that this information is accurate or complete. The document is delivered by GIFSI on the condition that GIFSI., its officers, directors and affiliates shall incur no liability whatsoever or howsoever arising in connection with the information contained herein or reliance thereon. Any opinion expressed herein is based solely upon the author's current analysis and interpretation of information, is subject to change and does not necessarily represent the opinions of Greystone Insurance and Financial Services Inc., its affiliates or subsidiaries. Please consult your advisors, including tax advisors prior to making an investment decision.

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.

Don Mackenzie
President
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.

Steve Chau
Director of Finance & Administration, Retired
ACS CORP

Phil takes the time to understand my individual goals and presents me with options to help me get there.

Mark Dubeau
Consulting Partner
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

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