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Welcome to the Chamberlain Experior Group
Your Legacy Is What You Leave for Others. What Is Yours?
Expert Financial Planning & Wealth Management for Alberta Farms, Ranches, and Businesses.
Chamberlain Experior Group is your trusted Alberta financial advisor, providing comprehensive financial planning and wealth management services for farm families, ranchers, and business owners in Strathmore and Calgary. We specialize in farm succession planning Alberta, estate planning, retirement planning, tax-efficient strategies, and as a dedicated RDSP specialist, we help families access Registered Disability Savings Plans. Our education-first approach ensures you understand your options and make informed decisions for your family's future.
Explore our comprehensive services: Farm Succession Planning | RDSP Information | Meet Our Team | FAQ
Serving farm families, ranchers, and business owners across Alberta for over 35 years. Our Strathmore and Calgary offices provide personalized financial planning services to help you build and protect your legacy.
Scan for Client Privacy Program
Your privacy and confidentiality are foundational to our relationship. We are committed to safeguarding your personal and financial information through secure systems, strict confidentiality practices, and responsible data handling. Every conversation, document, and recommendation is managed with discretion, integrity, and respect for your trust.
Explore Our Solutions
Farm Succession Planning
Plan the future of your farm with expert succession strategies tailored to Alberta agricultural families.
RDSP Guidance
Maximize government grants and bonds with our specialized Registered Disability Savings Plan expertise.
Financial Planning
Align your goals, cash flow, investments, risk management, tax considerations, and estate intentions into a coordinated strategy designed to support long-term financial stability.
Investment Planning
Discover your investor profile and build a portfolio aligned with your goals and risk tolerance.
Life Insurance
Protection designed to provide tax-efficient financial support to your family, business, or estate in the event of death, helping preserve assets and maintain stability.
Living Benefits
Insurance coverage such as critical illness and disability protection that provides financial support while you are alive if illness or injury affects your ability to earn income or manage expenses.
How We Work
Learn about our collaborative approach and what to expect when working with us.
Meet Our Team
Get to know the experienced advisors dedicated to your financial success.
Client Service
As life changes, we review your goals, coverage, income, and estate plans to ensure your strategy stays aligned and your family remains protected.
Financial Planning Services for Alberta Farm Families & Business Owners
Comprehensive Wealth Management & Succession Planning in Strathmore & Calgary
With over 35 years of dedicated experience in financial planning Alberta families and business owners can rely on, we've had the privilege of working alongside the people who make rural Alberta strong. From comprehensive wealth management and estate planning to farm succession strategies and proactive tax strategies, we truly understand your world because we're part of it. We serve clients in Strathmore, Calgary, and surrounding rural communities, bringing deep local knowledge to the long-term thinking required for multi-generational farm operations and the weight of financial decisions that affect generations to come.
Farm & Ranch Families
We specialize in comprehensive agricultural financial planning, including crucial farm succession planning, estate transfers, and strategic protection of the legacy generations have built. We understand your busy seasons and respect that your multi-generational farm business and personal finances are deeply connected within your rural Alberta community.
Business Owners & Professionals
Our financial planning services extend to corporate planning, robust buy-sell funding, and tailored retirement strategies for business owners. Your personal and business finances are deeply intertwined, and the strategic decisions you make today will profoundly affect your exit options tomorrow.
Families Planning for the Future
We provide comprehensive solutions for protection, retirement income, and peace of mind for every stage of life in rural Alberta. From growing families to critical retirement transitions and multi-generational wealth transfer, we help you navigate each financial chapter with confidence and expert guidance, leveraging our 35+ years of experience.
Serving Alberta Communities Including:
We are proud to serve farm families and business owners across the entire province, including residents of Calgary, Edmonton, Red Deer, Lethbridge, Medicine Hat, Grande Prairie, Fort McMurray, Airdrie, Spruce Grove, Leduc, Camrose, Wetaskiwin, and rural communities throughout Central Alberta, Southern Alberta, and Northern Alberta.
Registered Disability Savings Plan (RDSP) in Alberta | Maximize Government Grants & Bonds
Expert RDSP Guidance in Alberta | Maximize Your Benefits
Updated for 2025 - The Registered Disability Savings Plan (RDSP) helps Canadians with disabilities build long-term financial security. Benefit from tax-deferred growth, government grants up to $3,500 annually, and bonds up to $1,000 per year. Our Alberta-based financial advisors help you understand RDSP eligibility requirements and maximize your benefits. Whether you're in Calgary, Edmonton, Red Deer, Strathmore, or rural Alberta communities, our advisors can help you navigate RDSP applications, maximize government contributions, and integrate the RDSP into your overall financial plan.
Our team specializes in helping Alberta families access the Canada Disability Savings Grant (CDSG) and Canada Disability Savings Bond (CDSB) — two powerful government programs available through the disability savings plan. Serving families across Alberta including Strathmore and Calgary, we ensure every eligible individual gets the maximum government contributions available under RDSP Alberta regulations. Contact us today to learn how a disability savings plan can provide lasting financial security for you or your loved one.
Discover Your Investor Profile | Risk Tolerance Assessment
Understanding your risk tolerance and investment preferences is the foundation of building the right portfolio for your goals. Our Investor Profile Questionnaire helps you assess your comfort level with investment risk, time horizon, and financial objectives.
Complete this brief questionnaire to:
  • Identify your investor profile and risk tolerance
  • Align your investments with your financial goals
  • Make informed decisions about your portfolio strategy
  • Ensure your investment approach matches your comfort level
This assessment takes just a few minutes and provides valuable insights that guide our recommendations for your unique situation.
Complete your details > Generate PDF > Forward to wchamberlain@experiorfinancial.ca
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.
Contact Jim Chamberlain
Whether you're ready to start your farm succession planning consultation, need some direction on organizing business finances, or want to explore our solutions for your family, we're here to help with a free financial consultation.
As your dedicated Alberta financial advisor, we're committed to responding within one business day.
William Edward James (Jim) Chamberlain, PFP, CEA, CSC
Senior Manager, Chamberlain Experior Group
Office Locations
Office Hours: Monday–Friday, 9:00 AM – 5:00 PM MST
Evening and weekend appointments available by request

Flexible Meetings: 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, our Strathmore office, at your kitchen table, or over video call.
The information provided on this website is for general educational purposes only and does not constitute financial, legal, or tax advice. Individual circumstances vary, and personalized recommendations require a formal consultation. For full terms and conditions, please see our Disclaimer & Privacy Policy.