Jennifer Tweddle-BA,CFP,CLU,CHS

Jennifer brings 25 years of experience in the Insurance Industry.  Born and raised in Edmonton, she graduated from the University of Prince Edward Island.  Joining the insurance business fulfilled her desire to help people. In order to serve clients better, Jennifer enhanced her professional education by qualifying in three specialty areas, financial planning (Certified Financial Planner), advanced life insurance (Chartered Life Underwriter) and advanced health insurance (Certified Health Insurance Specialist).  She received the Dunstall Medal in 2003 for the highest Chartered Life Underwriter marks in Alberta.   Jennifer's professional experience has spanned the country and includes both personal and corporate tax and estate planning.  This diverse experience, coupled with her long standing desire to help people plan effectively for their futures, is one reason she decided to leave an executive position with a large insurance company to join Financial Services Group as their Insurance Specialist.

What Jennifer Does for You

Jennifer's role is to develop and customize a flexible, integrated insurance plan providing a solid financial safety net for you, your family and your farm or business. In analyzing your needs, she brings an in-depth understanding of insurance products including new options needed to solve specific problems. Her sound understanding of business and insurance taxation enables her to create integrated tax-efficient solutions. Because Jennifer is an effective and knowledgeable facilitator she works successfully with clients, their accountants and lawyers, to identify and solve the complex issues involved in implementing an estate plan. As well as her experience in business, she has a proven track record as an advisor on both farm succession and personal planning.

Jennifer says...

"Insurance is for Living. While life insurance remains a corner stone of a solid financial plan, there are many more innovative solutions to life issues other than death.  You may be concerned about an accident or illness requiring time off work to recover: Where does the money come from?  What's the right amount?  Increasingly, apprehension arises around the ability to live with dignity and maintain independence as you age.   We customize plans specifically to meet your needs because, after all, the best insurance plan is the one that's in force when you need it.  We help protect you, your family, your farm or business and the life you have created. "

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