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October 21, 2009, Cover Stories, Advisors/Planners/Reps

In the ‘Green Zone’ with Jim Otar

By Kerry Pechter   Wed, Oct 14, 2009

The Toronto engineer-turned-advisor has self-published an exhaustive new book and launched a refined version of his Retirement Optimizer software.

Jim Otar doesn't much care what you think. As the Canadian financial advisor likes to say in his eastern-Balkan accent, “You can't please everyone. I'm 58 years old. I'm deep in the ‘Green Zone.’ People can think what they like.”


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