Cori L. Timmons BA, CFP, CLU, ChFC  cori@timmonsestate.com
Ms. Timmons has been involved in the financial and estate planning industry since 1989. Through her qualifications and experience, Cori has developed specialties in Business & Estate Succession Planning, Farm Estate Planning, Charitable Gifting, Group Pensions and Benefits, Insurance & Risk Management, Charitable Gifting as well Elder Care planning. In addition, she continues membership with the Estate Planning Council of Calgary, Advocis, Financial Planning Standards Council, and the Financial Planning Association Canada and US.

Lawrence Schultz BA, CFP, CLU, ChFC   lawrence@timmonsestate.com
Mr. Schultz has been involved in financial and estate planning since 1982. Lawrence has developed specialties in Business & Estate Succession Planning, Farm Estate Planning, Charitable Gifting, Group Pensions and Benefits, Insurance & Risk Management, Charitable Gifting as well as Elder Care planning. He continues membership with Advocis and FPSC.

Peter Ficeke CFP, BFC  peter@timmonsestate.com

Mr. Ficek has been involved with financial planning, insurance and estate planning since 1995. Peter has developed specialties Financial Planning and Business Financing. He continues membership with FPSC & the Financial Planning Association Canada and US.
 

How We Work

Timmons Estate Planning holds over 45 years of experience in Estate and Financial Planning. We truly believe in our comprehensive approach.

Our Resource Team can represent you anywhere in the financial marketplace.

We have developed this group through strategic alliances with lawyers, tax accountants, and investment planners on an independent basis. Our team comprises a group of specialists that can help us design personal Estate, Financial, and Group Plans, for you and your business.