Timmons Estate Planning Corp.

What Timmons Estate Planning Corp. does

Timmons Estate Planning Corp. is a privately held independent financial advisory firm incorporated in Alberta, Canada, and headquartered at 911 – 14 Street SE, Calgary. The firm offers comprehensive personal and corporate financial planning services spanning financial and retirement planning, estate planning (including farm estate and charitable gifting), severance package counseling, group pension and benefits programs, and business succession planning. Services are delivered by three principals — Cori L. Timmons, Lawrence Schultz, and Peter Ficeke — all holding CFP designations, with Timmons and Schultz additionally holding CLU and ChFC credentials and 30-45 years of industry tenure.

The firm's revenue model is commission-based: it does not charge consulting fees, instead earning compensation on insurance and investment products placed through a multi-carrier partnership network that includes Canada Life, Manulife, Sun Life, Great West Life, Standard Life, Portfolio Strategies Corp, CI Funds, and Fidelity. A fee-for-service arrangement is available on request for pure planning engagements. The firm operates without a proprietary technology platform — its digital footprint consists of a basic informational website and Joomla-era content directories — and serves individual and business clients primarily within the Calgary and Alberta market via direct consultation and professional referrals from allied lawyers, tax accountants, and investment managers.

There is no evidence of external institutional investment, M&A activity, or active scaling. The operating model is a classic small-scale, advisor-led practice whose value proposition rests on the principals' credentials, multi-carrier product access, and long-tenured client relationships rather than technology differentiation or growth-stage capital deployment.

Name

Timmons Estate Planning Corp.

Legal name

Timmons Estate Planning Corp.

Website

https://timmonsestate.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Timmons Estate Planning Corp. is a privately held independent financial advisory firm in Calgary, Alberta, offering estate, retirement, and business succession planning to individual and corporate clients via three CFP-credentialed principals, compensated primarily through commissions on multi-carrier insurance and investment placements.

Ownership category

akta.pro rank

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Commission on Business Placed: The company's primary compensation model is through commission earned on business placed with their brokerage partners. They do not charge consulting fees for their planning services.
2. Fee-for-Service Planning: When requested, a fee-for-service arrangement is possible purely for planning services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Timmons Estate Planning Corp. is an independent financial advisory firm offering comprehensive financial and retirement planning, estate planning, severance package counseling, group pension and benefits programs, and business succession planning and funding for individuals and businesses. The firm operates as an objective, independent consultancy that researches the marketplace through strategic alliances with lawyers, tax accountants, and multiple investment and insurance brokerage partners. Compensation is earned through commissions on business placed with brokerage partners, with a fee-for-service option available for planning services upon request.

Product overview

Timmons Estate Planning Corp. offers a comprehensive suite of financial advisory services, consisting of core offerings in financial and retirement planning, estate planning, and business succession planning. The firm also provides personal services (individual financial planning, debt management, insurance protection) and corporate services (group benefits, pension administration, executive compensation). All services are delivered through strategic alliances with independent professionals including lawyers, tax accountants, and investment managers. The company does not charge consulting fees, instead earning compensation through business placed with their network of brokerage partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial and Retirement Planning Services Comprehensive financial and retirement planning services including goal setting, plan development, implementation, and ongoing monitoring, delivered to individuals and families by an independent advisory team. Covers personal financial planning including retirement, investments, debt management, credit protection, life and disability protection, and wealth accumulation.
• Estate Planning Services Estate planning services to minimize taxes, reduce probate fees, ensure assets go to intended beneficiaries, and plan business succession, delivered to individuals, families, and business owners. Includes business and estate succession planning, farm estate planning, charitable gifting, and elder care planning specializations.
• Severance Package Counseling Advisory services to help individuals navigate and optimize their severance package decisions, including the financial planning implications of compensation and benefits choices.
• Group Pension and Benefits Programs Corporate group benefits and pension consulting for employers and organizations, delivered as part of the firm's broader Corporate Services line covering group benefits, pension administration, executive compensation, disability management, and employee education seminars.
• Business Succession Planning and Funding Planning and funding services for business exit strategies, continuation, and ownership transition, including business financing advisory support for business owners.

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and minor.

• Portfolio Strategies CorpcoreTechnology or IntegrationPrimary investment services partner providing mutual fund and portfolio management solutions.
• Canada LifecoreTechnology or IntegrationInsurance services partner for life and health insurance products.
• Great West LifecoreTechnology or IntegrationInsurance services partner for group benefits and individual insurance.
• ManulifecoreTechnology or IntegrationInsurance services partner providing financial planning and insurance products.
• Sun LifecoreTechnology or IntegrationInsurance services partner for group benefits and wealth management.
• Standard LifecoreTechnology or IntegrationInsurance and investment services partner for mutual funds and insurance.
• Canada Revenue AgencyminorOthersGovernment agency providing tax information and services.
• Financial Planning Standards CouncilminorOthersProfessional regulatory body for financial planners providing certification and standards.
• AdvocisminorOthersFinancial Advisors Association of Canada - professional membership organization.
• Estate Planning CouncilminorOthersProfessional organization for estate planning professionals.

Scale indicators2 records

Recent moves1 record

Expansion highlights4 records

Broad incumbents

• RBC Wealth Management: Major Canadian bank wealth platform with comprehensive financial and estate planning; competes directly for the same Alberta HNW and business-owner segment.
• IG Wealth Management: One of Canada's largest financial planning firms; offers comprehensive financial and estate planning via a national advisor network, representing the scaled incumbent model against which small independents like Timmons compete.
• Edward Jones Canada: Large advisor-led financial planning franchise with deep presence in Western Canada; competes for the same HNW and retirement-planning clientele in Calgary and Alberta markets.
• BMO Nesbitt Burns / BMO Private Wealth: Bank-owned wealth platform with strong Calgary presence offering estate, retirement, and business succession advisory to HNW clients — the kind of scaled consolidator that could acquire a Timmons-type book.

Direct peers

• Credential Financial Strategies: Canadian independent advisor support organization providing multi-carrier access and practice management tools to independent financial planners, closely mirroring Timmons' independent advisor model.
• Assante Wealth Management: Canadian independent wealth management platform that supports independent advisor practices with multi-carrier product access and back-office infrastructure — the same model Timmons operates at the small-firm level.
• CI Private Wealth: Wealth management arm of CI Financial serving Canadian HNW clients through independent advisors with estate, financial planning, and multi-product offerings, directly overlapping Timmons' service mix.
• Raymond James Ltd. (Canada): Independent Canadian wealth manager supporting independent financial advisors with multi-carrier product access and succession planning support — a direct operational analog for an independent advisory firm.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/timmons-estate-planning

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Timmons Estate Planning Corp.