Gabriel Lavigne serves as a Senior Vice President in Wealth Management at UBS Financial Services, where he leverages his extensive expertise to assist families and businesses in navigating the complexities of their financial landscapes. With a strong focus on investment strategies and portfolio management, Gabriel...
Gabriel Lavigne serves as a Senior Vice President in Wealth Management at UBS Financial Services, where he leverages his extensive expertise to assist families and businesses in navigating the complexities of their financial landscapes. With a strong focus on investment strategies and portfolio management, Gabriel is dedicated to helping clients achieve their financial goals through tailored advice and comprehensive financial planning. His approach goes beyond mere investment guidance; he strives to understand the unique aspirations and challenges of each client, ensuring that their financial strategies align with their personal values and long-term objectives.
At UBS, Gabriel is currently leading several key projects that emphasize holistic wealth management. He is actively involved in developing customized investment portfolios that reflect the specific needs and risk tolerances of his clients, while also integrating retirement planning and risk management strategies. His commitment to market research and staying ahead of industry trends allows him to provide informed insights that empower clients to make confident financial decisions, even in today’s volatile markets.
Gabriel's passion for customer service is evident in his dedication to building lasting relationships with clients, fostering a sense of trust and collaboration. He believes that effective financial management is not just about numbers; it’s about understanding the hopes and dreams that drive those numbers. By combining his skills in networking and financial services with a personalized approach, Gabriel Lavigne stands out as a trusted advocate for his clients, guiding them toward a secure and prosperous financial future.
