SERVICE OVERVIEW

Innovative Solutions for Entrepreneurs

From life insurance to tax minimization, we have access to a team of experts to help plan unique solutions for unexpected scenarios:

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KEY PERSON INSURANCE

Protect yourself to protect your company.

The loss or death of a key person could temporarily incapacitate a company. It could incur heavy costs for recruiting a successor or reduced business transaction. Key person insurance is designed to compensate these costs.

We work with a team of specialists to conduct research, present accurate quotes and solutions, and help you make informed decisions. Your key person insurance will:

  • Be customized to fit your business requirements, be it profit protection, shareholder protection, or loan/debt repayment
  • Help to protect your company’s solvency
  • Help elevate your credibility with lenders and investors
EMPLOYEE BENEFITS

Your business runs on talent and motivation.

Satisfying your employees’ needs helps you maintain the momentum you’ve achieved within your business, and a strong employee benefits program is essential to meeting these needs.

The key to choosing the right program for your business is in understanding your needs as an employer. This entails a detailed review of:

  • Your talent retention strategy
  • The number of employees and their level of risk
  • The quality of insurance needed, in relation to your budget
BUY/SELL BUSINESS INSURANCE

A business is subject to many costly risks.

The right business insurance can provide liquid dollars to offset various costs in unexpected events. What we use are multicomponent solutions that provide comprehensive protection.

With our experience and expertise, we compare policy rates and insurance quotes and analyze the nature of your business and the style of operation you run. With the research already in place, you can make decisions that can help ensure your company’s success. Greystone will help you to implement an efficient risk management plan, so you can get back to doing what you do best - managing your business.

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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

Specialized Advice through a Team of Experts

ABOUT US

ABOUT US

Two Concerns,
One Solution

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YOUR BUSINESS

YOUR BUSINESS

Innovative Solutions
for Entrepreneurs

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YOUR FAMILY

YOUR FAMILY

The future is unpredictable,
but you can plan for it.

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OUR PROCESS

OUR PROCESS

Risk-Reduction Strategy
for Business Owners

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