What We Stand For
Your Legacy Is What You Leave for Others. What Is Yours?
We simplify complex financial decisions for families, farm and ranch operations, and business owners with an education-first approach and ongoing guidance.
Request a Strategic Assessment
Trusted Stewards of Families, Business Owners, and the Communities We Serve
At Chamberlain Experior Group, we put people first. We see ourselves as trusted stewards of the families and futures in our communities, not product distributors.
Trust is earned through small, consistent actions: answering the phone, responding promptly, and doing what we say we'll do. We get to know clients as people—their values, concerns, and goals—not just their account balances. We avoid jargon, don't pretend to know everything, and explain options in clear, practical language.
When life gets complicated, when decisions feel overwhelming, or when crisis hits, we're the people you can call. And we'll show up.
Who We Serve
For over 35 years, we've worked alongside the families and business owners who make rural Alberta strong. We understand your world because we're part of it—the seasonal rhythms, the long-term thinking, and the weight of decisions that affect generations to come.
Farm & Ranch Families
Succession planning, estate transfers, and protecting what generations have built. We know your busy seasons and respect that your business and personal finances are deeply connected.
Business Owners & Professionals
Corporate planning, buy-sell funding, and retirement strategies. Your personal and business finances are intertwined, and the decisions you make today affect your exit options tomorrow.
Families Planning for the Future
Protection, retirement income, and peace of mind for every stage of life. From growing families to retirement transitions, we help you navigate each chapter with confidence.
Meet Our Team
Jim Chamberlain, PFP, CEA, CSC
With more than 37 years in financial services and 22 years in senior management with major insurance carriers, Jim brings deep industry knowledge and a genuine commitment to the families he serves. He specializes in farm succession planning, helping multi-generational families transfer land and operations while keeping everyone protected and treated fairly.
Jim is known for explaining complex topics in plain language, showing up when it matters, and building relationships that last decades. When he's not working with clients, Jim leads worship at his church, works in his woodworking shop, and spends time with his wife Judy and their family.
PFP
Professional Financial Planner
CEA
Certified Executor Advisor
CSC
Canadian Securities Course
You're not just working with Jim. You're supported by a team dedicated to your success. Our advisors, administrators, and specialists work together to ensure nothing falls through the cracks and you always have someone in your corner. We're part of the Experior Financial network of over 11,000 advisors across North America, giving you access to extensive resources while maintaining the personal service of a local practice.
How We Work Together
Financial planning works best when both sides understand their role. This page explains what you can expect from us, what we need from you, and why your participation matters to your outcomes.
We're committed to treating you fairly throughout our relationship. Part of that commitment means making sure you have what you need to participate effectively in your own financial wellbeing.
What You Can Expect From Us
These aren't just promises—they're the standards we hold ourselves to every day. When you work with Chamberlain Experior Group, you can count on clear communication, proactive service, and genuine partnership.
Responsive Communication
We'll respond to your questions within one business day. If you reach out, you'll hear back—no wondering if your message got lost.
Regular Reviews
We'll conduct a comprehensive review of your plan annually, or more frequently if your situation requires it. Your plan should evolve as your life does.
Proactive Guidance
We'll reach out when market conditions, regulatory changes, or life events may affect your plan. You shouldn't have to wonder if something impacts you.
Clear Explanations
We'll explain our recommendations in plain language and answer your questions until you're comfortable. No jargon, no assumptions about what you already know.
Thorough Documentation
We'll document our advice and your decisions, and provide you with copies for your records. You'll always have a clear paper trail.
Privacy Protection
We'll protect your personal information according to Canadian privacy law. Your trust deserves our vigilance.
Advisor Coordination
We'll coordinate with your other advisors—accountants, lawyers—when needed. Complex planning works best when everyone's on the same page.
What We Need From You
Our advice is built on your circumstances. When your life changes, the recommendations we made based on your previous situation may no longer fit. By keeping us informed, you help us help you.
Family Changes
Marriage, separation, divorce, birth or adoption of children, or death of a spouse or dependent—these changes often mean updating beneficiaries and reassessing insurance needs.
Work & Income Changes
Job changes, promotions, job loss, significant income shifts, or business ownership changes affect your insurance coverage, income protection, and tax strategies.
Health Changes
Health diagnoses, injuries, or new caregiver responsibilities can affect your eligibility for coverage, your available income, and your retirement timeline.
Financial Changes
Inheritances, financial windfalls, home purchases or sales, or retirement timeline changes all affect your planning picture and require strategy adjustments.
When life changes happen and we don't know about them, you may be following a plan that no longer fits your situation. That can mean being underinsured when you need more protection, paying for coverage you no longer need, missing tax planning opportunities, or having beneficiary designations that don't reflect your current wishes.
We have professional obligations to make sure our advice stays appropriate for your situation. But we can only do that if we know when your situation changes. By keeping us informed, you're not just helping us do our job—you're protecting your own interests.
Planning for Families Who Work the Land
Farm and ranch families face planning challenges that most advisors don't understand. Seasonal cash flow, land transfers, equipment financing, and keeping the operation in the family for another generation require specialized knowledge and long-term thinking.
We know your busy seasons. We won't call during calving or harvest. We understand that your business and personal finances are deeply connected. We respect that decisions about land and legacy involve the whole family, sometimes multiple generations.
What We Help Farm & Ranch Families With
Farm Succession Planning
Transferring the operation to the next generation while treating all children fairly, minimizing taxes, and ensuring you have enough to retire on. These conversations are complex and emotional—we help navigate both the numbers and the family dynamics.
Estate Complexity
Land, equipment, livestock, and family dynamics create estate planning challenges that require careful coordination with lawyers and accountants. We help orchestrate these moving pieces so nothing gets overlooked.
Protection for Key People
Life and disability insurance that keeps the operation running if something happens to the people it depends on. Whether it's you, your partner, or a key employee, we help identify and protect against critical risks.
Retirement from the Farm
Building income sources that don't require selling the land, so you can step back while keeping the farm in the family. You've worked a lifetime—you deserve to enjoy the rewards without giving up what matters most.
Our Approach
We start by understanding your operation, your family, and your goals. We work with your accountant and lawyer to make sure everyone is coordinated. We present options in plain language, not financial jargon. And we stay involved for the long term, adjusting the plan as circumstances change.
For our farm clients, we schedule reviews around your seasons. Spring meetings before you get on the field. Fall meetings after harvest. We respect your time and your work.

Farm Succession Events
We host seasonal sessions for farm families to learn about succession planning, estate strategies, and protecting what you've built. These are educational, not sales pitches. Watch for announcements about our spring and fall events.
Let's Talk About Your Legacy
Contact Jim Chamberlain
Whether you're ready to start planning or just have questions, we're here to help. Reach out and we'll respond within one business day.
William Edward James (Jim) Chamberlain, PFP, CEA, CSC
Senior Manager, Chamberlain Experior Group
Phone: 587.962-1963
Email: wchamberlain@experiorfinancial.ca
Address:
195 – 3015 5 Ave NE
Calgary, AB T2A 6T8
15 Doubletree Way Strathmore AB T1P1M8

Office Hours: Jim is often in the field meeting with clients across rural Alberta. The best way to connect is by phone or email, and we'll schedule a time that works for you—whether that's at our Calgary office, at your kitchen table, or over video call.
Request a Strategic Assessment
A Strategic Assessment is a structured review of your current situation, your goals, and your gaps. It's a conversation, not a sales pitch. We'll help you understand where you stand and what options you have.
01
Reach Out
Contact us by phone or email to schedule your initial conversation
02
Discovery Meeting
We'll discuss your situation, goals, and concerns in plain language
03
Review Your Options
We'll present clear recommendations and answer all your questions
04
Move Forward Together
If it's a good fit, we'll implement your plan and stay with you for the long term
Part of the Experior Financial network of over 11,000 advisors across North America
Farm Succession Plan & Financial Analysis
Strategic Transition Strategy | Confidential Document that we use to gather information have a look
Section 1: Family Unit Identity
Mother's Name (First & Last):                                                        
Father's Name (First & Last):                                                        
Succession Goals:                                                                                                                                                                                             "1. Transition ownership to next generation... 2. Minimize tax burden... 3. Ensure fair treatment of all children..."
Section 2: Part #1 - Farm Enterprise Data (Valuation)
Section 3: Part #5 - Parents' Income Needs
Section 4: Part #6 - Farm Affordability (Revenue)
Section 5: Children & Succession Details
Section 6: Key Planning Notes

Current Estate Plan Status (Yes/No/Needs Update):            
Wills & Powers of Attorney Current? (Yes/No):               
Life Insurance in Place? (Yes/No - Amount: $_______):            
Disability Insurance? (Yes/No):               
Critical Illness Coverage? (Yes/No):               
Section 7: Next Steps

Note: Future income needs are calculated at 25% inflation over 10 years as per succession planning guidelines. This form will be reviewed during your Strategic Assessment meeting.