About Us
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Our Company 
Estate Planning is an ongoing process and should be attended to as soon as a person has a measurable asset base.
This includes your Corporately sponsored Group Benefits, Company Retirement Plans, Pensions, Life Insurance, Tax Free Savings Accounts, Non-registered Savings, RRSPs, LIRAs, Real Estate Corporate Assets, Farm Land and Credit Facilities.
Lack of thoughtful Estate Planning can result in unintended consequences and undue financial burden to loved ones.
Our unique process identifies points of vulnerabilities, tax efficiencies and creates your actionable
BLUE PRINT for SUCCESS.
Without exception, every asset you place in a structure requires a strategy to get the assets out of these structures.
Reviewing your Estate and Financial Plan on a regular basis will help you understand where you have been - where you need to be now - and how to stay on track to reach your destination.
It's a good idea to review your estate planning documents such as your will every 3 years or you have experienced a life change such as marriage, divorce birth, death employment or business change.
You will want to review your financial plan on an annual basis.
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Our Team
Cori Timmons
Cori is an active member of Society of Trust and Estate Planners (STEP), Estate Planning Council, Financial Planning Standards Council, Advocis and FPA. Her areas of expertise Wealth Creation, Risk Management & Estate Planning. As founder of our unique planning process she has helped numerous families make sense of what is often considered a confusing and over whelming process.
Dave Zimmel
Dave has a wealth of knowledge and experience
in tax, financial and estate planning. His primary
focus is on succession planning strategies for entrepreneurs and private enterprise in Alberta and British Columbia. As former Private Enterprise Consultant and VP Private Enterprise there isn't a big enough challenge Dave can't successfully navigate through.
Andrew Chalmers
BA
Andrew Chalmers is the backbone of the organization.The team relies on him to manage client relationships, internal operations and communications.
Andy knows how to get things done.
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Client Testimonials
Ken and Sara S
After Ken was laid off in 2018 the team put
us back on track. Had TEPC not established a contingency plan for our family, our lives could not have carried on as hoped for - thank you TEPC!
Ken & Sara S
Gerry B
My family and I experienced a severe business downturn and financial loss. Very stressful times. Thanks to Cori we were able to regroup and protect what we worked so hard to build, amazing.
Gerry B and family
Gene S and sons
TEPC set up a business succession plan imagining every possible contingency.
We've gone through the planning process
with several advisors and organizations
before being referred toTEPC and all we
can say is they were the first team able
to make sense of our complex situation.
My three sons are now running our family
business and I am able to retire comfortably.
A dream come true.
Gene S and sons