Otar & Associates Advanced Solutions for Retirement and Investments
Jim C. Otar, CFP, CMT, BASc, MEng, PEng,
What do I do?
investment and retirement research
provide consulting service in investment and advanced retirement planning
share my findings with others through my publications, presentations & workshops
look after portfolios of selected like-minded clients in my neighborhood.
Otar Retirement Solutions: The realistic way of retirement planning based on market history.
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Copyright 2010 Otar & Associates. All Rights Reserved.
You may not modify, copy, reproduce, publish, upload, post, transmit,
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Regulatory Declaration:
All mutual funds traded through the registered dealer:
Disclaimer:
“Commissions, trailing commissions, management fees and expenses all may be
associated with mutual fund investments. Please read the prospectus before
investing. Mutual funds are not guaranteed, their values change frequently and
past performance may not be repeated”.
The information provided here is not
intended to replace your broker, your financial planner, your tax advisor or any
other professional that you currently retain, or potentially intend to hire in
the future. There is no implication, expressed or otherwise, that any of my
research and findings will be beneficial or helpful to your financial success. A
prudent investor should read any information about investments with skepticism,
including any information on these web pages. None of the information,
research, comment, or anything in my web pages reflect the position,
philosophy, or the investment techniques of the magazines I write for, or my
dealer (Partners in Planning), or any other organizations that I associate
with. I may be holding none, some, or all of the investments mentioned on
these web pages at any given time.