Tailored Protection. Lasting Peace of Mind.

Expert advice for all of your personal insurance needs

Tailored Protection. Lasting Peace of Mind.

Expert advice for all of your personal insurance needs

Why RedOak Insurance Advisors

At RedOak, preserving your wealth and assets is at the core of every insurance program we design.

We are Canada’s only insurance brokerage dedicated solely to the personal insurance needs of successful and accomplished individuals. From distinctive residences to curated collections, summer cottages to winter chalets, luxury vehicles to global travel, our mission is to safeguard not only your assets, but the lifestyle and legacy they represent.

Our boutique structure allows us to focus on what matters most: your protection, your experience, and your long-term peace of mind. We bring discretion, continuity, and deep personal risk expertise to every relationship, which helps us to protect our clients' personal assets and financial well-being.

Our firm takes inspiration from its namesake, the Northern Red Oak, a tree known for its longevity, wide protective canopy, and strong, stable base. We aim to embody these same qualities for our clients: enduring relationships, comprehensive protection, and a trusted foundation for your insurance needs.

What Makes RedOak Unique?

Continuity

We are built for the long term, a critical consideration when choosing an insurance brokerage who will be by your side for decades to come. Our commitment is to build deep, lasting relationships, to support you through onboarding, every renewal, and each life transition, ensuring trust, clarity, and continuity every step of the way.

Experience

Continuity

Our advisors bring deep knowledge in private client personal insurance, understanding the nuances of high-value assets, complex portfolios, and emerging personal risk. From the outset, we take a consultative approach, understanding your priorities and risk preferences to ensure seamless alignment between your insurance plan and financial goals.

Alignment

Continuity

Alignment

We succeed when you succeed. Our entire model is built around delivering exceptional service that earns your trust year after year, because protecting your legacy is our legacy. Our annual review provides the opportunity to re-align on priorities and structure, ensuring your insurance strategy continues to reflect your goals with precision and care.

Our Leadership

Catherine Neville is the President and Founder of RedOak Insurance Advisors Ltd. With 15 years of specialized personal insurance experience, she created RedOak to offer expert, relationship-driven service and to ensure long-term alignment of her client’s personal insurance portfolios with their financial plan.

Catherine’s background spans underwriting, senior leadership, business development, and the design of tailored personal insurance solutions that protect her clients’ assets and lifestyle. Prior to starting RedOak, she was a Practice Leader at a national insurance brokerage with responsibility for sales & business development and she began her career as an underwriter at a leading high-net-worth insurance company.

She is a graduate of Queen’s School of Business, a Chartered Insurance Professional (CIP), and holds the Certified Advisor of Personal Insurance (CAPI) designation from The Wharton School.

Catherine lives in Burlington, Ontario with her husband and two daughters, and is passionate about helping families preserve what they have worked hard to achieve.

Our Specialties

Primary Residences

Prestige Condominiums

Seasonal Residences

Safeguard your residence and personal possessions with expert guidance on essential coverages and tailored enhancements that ensure lasting peace of mind.

Seasonal Residences

Prestige Condominiums

Seasonal Residences

Comprehensive protection for vacation homes, rental properties, and seasonal residences, supported by established U.S. partnerships to deliver a holistic cross-border insurance strategy.

Prestige Condominiums

Renovation & Construction

Ensure your policy aligns with building requirements while providing tailored protection for personal belongings, upgrades, liability, loss assessments and deductible obligations.

Renovation & Construction

Safeguard your property and investment during construction or renovation with tailored builder's risk coverage.

Automobiles

Preserve your vehicle and ensure your lifestyle is uninterrupted with coverage designed to provide accident forgiveness and customized loss-of-use solutions.

Luxury & Collector Vehicles

Maintain the value and enjoyment of rare and classic automobiles with specialized protection.

Specialty Asset Coverage

Comprehensive coverage for yachts, sailboats, powerboats, and personal watercraft, combining liability and physical damage protection to safeguard every aspect of your time on the water.

Valuables & Collections

Specialty Asset Coverage

Insure the worth and integrity of fine art, jewelry, wine, and other treasured collections with specialized coverage.

Umbrella Liability

Extend liability protection with higher limits of coverage that safeguard your assets, estate, and personal balance sheet against significant personal injury and property damage claims.

Cyber Protection

Defend against cyber attacks, online fraud, cyber extortion and data breaches with advanced cyber solutions.

The RedOak Approach

1. Planning Stage

2. Ongoing Risk Management Advice

Private Consultation: Comprehensive review of your assets, lifestyle, and specific insurance needs.
Tailored Coverage Design: Customized risk solutions and a holistic plan implemented across homes, vehicles, valuables, and personal liability to ensure you are properly protected.

2. Ongoing Risk Management Advice

Proactive Risk Assessment: Semi-annual touch point and risk mitigation advice, including security, environmental, and asset risks.
Personalized Recommendations: Continuous updates and recommendations based on changing circumstances and emerging risks.

3. Claims Advocacy

4. Annual Renewal Review

Support During Claims: Dedicated claims advocate to guide clients through the process, ensuring quick resolution and maximized outcomes.
Peace of Mind: Personal, hands-on support, from first notice to settlement.

4. Annual Renewal Review

Annual Meeting: We connect to review your assets, preferences and priorities to ensure they are fully reflected in your renewal. We provide an executive summary with a comprehensive coverage review and tailored recommendations, giving you clear insight into how you are protected.
Market Updates: Access to new offerings and enhancements to ensure you have the best coverage at competitive rates.

Tailored Protection. Lasting Peace of Mind.

Tailored Protection. Lasting Peace of Mind.

Why RedOak Insurance Advisors

At RedOak, preserving your wealth and assets is at the core of every insurance program we design.

What Makes RedOak Unique?

Continuity

Continuity

Continuity

Experience

Continuity

Continuity

Alignment

Continuity

Alignment

Our Leadership

Our Specialties

Primary Residences

Prestige Condominiums

Seasonal Residences

Seasonal Residences

Prestige Condominiums

Seasonal Residences

Prestige Condominiums

Prestige Condominiums

Renovation & Construction

Renovation & Construction

Renovation & Construction

Automobiles

Luxury & Collector Vehicles

Specialty Asset Coverage

Specialty Asset Coverage

Valuables & Collections

Specialty Asset Coverage

Umbrella Liability

Cyber Protection

Cyber Protection

The RedOak Approach

1. Planning Stage

2. Ongoing Risk Management Advice

2. Ongoing Risk Management Advice

2. Ongoing Risk Management Advice

2. Ongoing Risk Management Advice

2. Ongoing Risk Management Advice

3. Claims Advocacy

4. Annual Renewal Review

4. Annual Renewal Review

4. Annual Renewal Review

4. Annual Renewal Review

4. Annual Renewal Review

Contact Us

Let's Connect

RedOak Insurance Advisors Ltd.

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