Private Client Services

Toole Peet Private Client Services

Trusted Advice. Personalized Service. Peace of Mind.

Clients like you have worked hard in life to get where you are now.  When it comes to insurance, we want to give you the opportunity to sit back and let us do the hard work for you.  Welcome to Toole Peet Private Client Services. Trusted Advice. Personalized Service.  Peace of Mind. 

Private Client Protection

Welcome to Toole Peet Private Client Service where we offer you award winning service and the expertise you need to ensure your most valuable possessions are adequately insured.  

You  have a team of people at your fingertips who are specialized in ensuring that  high net worth individuals receive the coverage, protection and advice they need. 

It is both an honor and a pleasure to do business with you.

Rest Easy.  We’ve got your back. 


Unprecedented Coverage

We recognize that one size does not fit all. Our Private Client Services are here to make sure we find the right fit for you. Our experience, knowledge and insurance savvy will find the coverage you need in any situation. 

We care about our clients and we want to make sure that your insurance experience leaves you feeling confident and happy.  Offering exceptional service is something we do every day.

Meet our Private Client Services Team

Lynn Newton

Lynn Newton

Account Executive | Private Client Services

Lynn has over 30 years of experience in the insurance industry. Lynn has dedicated much of her career to working with high net worth individuals & families. After opening a Remax Insurance franchise when she was just 25 years old, she established herself as a top player in the insurance industry. Lynn has an extensive network of leading insurance companies and service providers.

Contact Lynn at 403.209.5421

Email Lynn
Lisa Kokotailo

Lisa Kokotailo

Account Executive | Private Client Services

Lisa has over 30 years of experience in the insurance industry. Lisa’s focus is to guide highly successful individuals and families on how to best protect the things that are most important to them. Lisa has developed strong relationships with insurance companies and providers during her Insurance career. Lisa is a strong advocate for her Private Client Service Clients.

Contact Lisa at 403.209.5407

Email Lisa

Client Connect - Access your Insurance Anytime. Anywhere.

Private Client Services offers  our clients 24/7 access to their insurance online though our client connect portal or by downloading our Mobile app.  Access your insurance documents, pink cards and other self service options for those on the go.  

Client Connect Portal

Signing up is easy. You need your email, phone number and policy number to register.

Download Client Connect for Apple

iOs Mobile Application

Download our Mobile application for Apple today

Download Client Connect on Android

Android Mobile Application

Download our Mobile Application for Android today

Connect With Us

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