Oscar Alviar CIM®
Alviar Advisory Group
Alviar Advisory Group (AAG) is a Canadian Financial Boutique. The firm is oriented to provide advice and services in the preservation, transfer and succession of family assets and family businesses, mainly in Latin America. Our main objective is to meet the needs of families with a high economic profile, attending to a holistic scheme in order to achieve family well-being. We focus on generating absolute superior returns in the long term, through an analysis of the intrinsic value of each Company.
Aurelio Correa
Economist from the Andes University in Bogotá, Colombia, with more than thirty years of experience in the Colombian and International financial sector. With extensive experience in Corporate Finance, Risk and Investment Banking, among others. His professional career includes Banco Cafetero, Citibank and Standard Chartered Bank from which he retired as Country Manager.
He is currently an independent consultant.
Christian Rodriguez Castillo
Financial Consultant expert in international life insurance and investments in foreign currency with more than 10 years of experience in the management of portfolios and portfolios of stocks and bonds. Extensive knowledge of segregated funds in international insurance companies for the protection and succession of family capitals. Expert in the management of portfolios, portfolios of stocks, bonds and structured notes.adas.
Chris Rugel
CIM® Portfolio Manager
Since 1994 I have worked with select families, charitable foundations, pension funds, municipalities and institutional clients, helping them achieve their capital preservation goals. Building on the expertise gained in my previous role as a fixed income trader in the government bond market, I develop custom portfolios for my clients that help achieve their goals. Preservation of capital is my main concern, and also that of my clients. With this in mind, I apply prudent risk management strategies to increase profit potential.
Comparta!