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.
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.
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.
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 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.