Jim
completed his B.A.Sc. (Bachelor of Applied Sciences) degree in Mechanical
Engineering at the University of Toronto in 1975. Subsequently, he 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 two books; the most recent one is called
“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 is currently working on his new book
“Mathematics of Retirement”
He has written numerous articles and portfolio reviews for various magazines internationally. He is also 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 is the first Canadian to win such a
prestigious award. He won this award a second time in 2002 on the same subject.
He
runs a website that tracks the best performing mutual funds in Canada using a
unique technique called “FingerPrinting” which he developed.
Jim is registered with Partners in Planning in Richmond Hill, Canada.
He is a past director of CSTA (Canadian Society of Technical Analysts) and an active member of CAPP (Canadian Association of Pre-retirement Planners).