News and resources for Canada's top financial advisors
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Still need a few more CE credits before year-end? Prolific retirement guru Jim Otar has you covered once again with a new course.
By Staff |December 2, 2014
1 min read
Retirement guru Jim Otar has done it again. His new course, Compendium of Sustainable Withdrawal Rates, Part 1, is now available on CE Corner.
By Staff |September 15, 2014
Your Business
Your clients are approaching the drawdown phase, and you need to pinpoint an annual withdrawal rate that ensures they won't run out of money. If you think the old "4% rule" is the ticket, think again.
By Staff |June 5, 2014
Retirement guru and frequent CE contributor Jim Otar has put together two new courses to help you navigate the tricky terrain of long-term retirement planning.
By Staff |October 23, 2013
If your clients’ retirement portfolios are generating income, you may be surprised to learn it’s due mostly to luck. So argues retirement planning guru Jim Otar of Otar and Associates.
By Staff |April 4, 2013
Which stock market fares better during inflationary times? This was one of the questions Jim Otar, financial planner and founder of RetirementOptimizer.com, answered during a presentation hosted by CFA Society Toronto.
2 min read
Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates for Canadian portfolios
June 5, 2014
13 min read
No one knows retirement risk better than Jim Otar. Get a clear understanding of the dangers your clients face—and how to deal with them—with Jim’s six CE Corner courses:
By Staff |October 30, 2013
Financial planner and market theoretician Jim Otar explains the problems with bucket strategies.
October 24, 2013
10 min read
Financial planner and market theoretician Jim Otar explains the most important factors impacting a portfolio’s growth as withdrawals are made during retirement.
June 14, 2013
19 min read
Looking to squeeze in credits before year end? We can help.
By Staff |December 14, 2016
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