Jim Otar, CMT, CFP

Jim Otar, CMT, CFP

Jim Otar completed his B.A.Sc. (Bachelor of Applied Sciences) degree in Mechanical Engineering at the University of Toronto in 1975 and subsequently received his M.Eng. (Master of Engineering) degree at the same university.

After spending several years in engineering and investing for his own account, he started his financial planning career in 1995. He is the author of three books; the most recent one is called “Unveiling the Retirement Myth – Advanced Retirement Planning based on Market History”. Before that, he wrote “High Expectations & False Dreams – One Hundred Years of Stock Market History Applied to Retirement Planning”. His first book was about Canadian dividend reinvestment plans. He contributed a chapter to “Retirement Income Redesigned – Master Plans for Distribution”, a book by Bloomberg Press, published in 2006. He also contributed content for Canadian Securities Institute courses on distribution planning. He has written numerous articles and portfolio reviews for various magazines internationally. He is quoted in the news media on retirement and financial planning issues.

Jim’s expertise stems from applying his engineering and technical analysis background to retirement planning. His article series in Retirement Planning won him the prestigious CFP-Board Award for 2001. He won this award a second time in 2002 on the same subject.

Jim is an independent financial advisor. He gives workshops on advanced retirement planning across the country. He is the founder of

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Letter from the Editor

This month, we searched the internet to find interesting and useful web sites that could help our members profit in the markets. There are a number of very good web sites out there, but most will not help traders unless they are willing to think outside the box. Economists seem to have taken to blogging more than many other professions, and while their observations are interesting, we thought that almost all of them were too far from technical analysis to be included in this short review. But you may certainly have more insights into their work and we’d like to hear about it if you do. That leads to an interesting question – what should technical analysis include? We’d very much like to hear some of your thoughts on that subject and would be glad to include any ideas you have as letters to the editor. One interesting application of technical analysis we did find was the work of Jim Otar, CMT, CFP. Jim extends his research to retirement planning. It demonstrates the possibilities for skilled technicians, and in a challenging employment environment, research like this could be the element that leads to that dream job. For those wishing to extend the field of technical analysis and seeking a place to publish, consider Technically Speaking. We’re ready to review anything related to our field. Sincerely, Mike Carr, CMT [post_title] => Technically Speaking, December 2009 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-december-2009 [to_ping] => [pinged] => [post_modified] => 2020-03-20 16:15:15 [post_modified_gmt] => 2020-03-20 20:15:15 [post_content_filtered] => [post_parent] => 0 [guid] => [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 422327 [post_id] => 47901 [meta_key] => newsletter_content_0_contributor [meta_value] => a:1:{i:0;s:5:"47902";} ) )