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

Wine Collection?  We can help.  A brand new Lamborghini?  We can help with that too.  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. 

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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 Services Team

Lynn Newton

Personal Risk Specialist

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 and families. After opening her own Remax Insurance franchise when she was just 25 years old, she established herself among some of the top players in the insurance industry and has now built a career with an extensive network of leading insurance companies and service providers. Contact Lynn at 403.209.5421 or click to email her.

Lisa Kokotailo

Personal Risk Specialist

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. She has developed strong relationships with insurance companies and is a strong advocate for her clients. Contact Lisa at 403.209.5407 or click to email her.

Connect With Us

Local Touch. National Strength

Choose a Quote Type

If you are a real estate agent looking for coverage, click here:

how can We Help?

You are in the right place.

Start your AUTO HOME INSURANCE PERSONAL BUSINESS REALPROSURE Quote

Choose an Auto Quote Type

This quote assumes no claims, convictions, lapses or suspensions.

This quote takes into consideration your driving and claims history.

Take a photo or upload a copy of your existing Auto Insurance policy.

Choose a Property Type

Property Quote

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The Right Insurance at the Best price

Get a Quote

The Right Insurance at the Best price

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Choose a Home Quote Type

Complete a few details to receive a quick quote today! a broker will contact you to get any additional details needed

Enter all of your details for a detailed Home owners quote today! Request to complete your application online.

Take a photo or upload a copy of your existing Home Insurance policy and let us compare for you.

Choose a Condo Quote Type

Complete a few details to receive a quick quote today! a broker will contact you to get any additional details needed

Enter all of your details for a detailed Home owners quote today! Request to complete your application online.

Take a photo or upload a copy of your existing policy and let us compare for you. Uploading your policy will allow us to evaluate your current coverage.

Choose a Renters Quote Type

Complete a few details to receive a quick quote today! a broker will contact you to get any additional details needed

Enter all of your details for a detailed Home owners quote today! Request to complete your application online.

Take a photo or upload a copy of your existing policy and let us compare for you. Uploading your policy will allow us to evaluate your current coverage.