
Anup Chokshi
With over a decade of experience, Anup's core strength lies in his ability to create and implement innovative... | Calgary, Calgary, Canada
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Anup Chokshi’s Emails ac****@cg****.com
Anup Chokshi’s Phone Numbers 1604699****
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Anup Chokshi’s Location Calgary, Calgary, Canada
Anup Chokshi’s Expertise With over a decade of experience, Anup's core strength lies in his ability to create and implement innovative investment and retirement planning strategies tailored to each of his client's specific needs. Transforming stocks into income producing assets, as well as long-term growth strategies, lie at the forefront of Anup's expertise. Anup’s focus is to manage risk and incorporate practical exit strategies to facilitate the growth of his client’s portfolio, while accounting for both ebbs and flows in the marketplace. Building upon his own foundation of investment strategies, Anup is able to adjust his approach to align with the preferences of his client. Anup’s strategic focus, steady approach, and innovative solutions are crucial tools he employs in order to create wealth for his loyal client base. Anup's ability to create customized investment strategies while diligently managing risk ensures client confidence in every decision that is made. Solutions you can expect to receive from Anup: • The ability to assist US residents in managing their Canadian assets • Retirement planning to be able to assess and achieve your financial goals • Diligent financial planning to ensure lifelong cash flow • Knowledge on how to financially protect yourself and your family from critical illness • Estate planning and how to efficiently transfer your assets to your heirs • Income enhancement through the development of a tailored stock portfolio • How to hedge your investment portfolio to reduce risk • Unique investment strategies that fit your risk tolerance level Specialties and Product Offerings: • Licensed in both Canada and the US • Securities (Stock’s) • Bonds and Fixed Income Investments • Exchange-Traded Funds (ETF’s) • Mutual Funds and Managed Products • Initial Public Offerings (IPO’s) • Venture Capital • Private Placements [email protected]
Anup Chokshi’s Current Industry Canaccord Genuity Wealth Management
Anup
Chokshi’s Prior Industry
Freedom 55 Financial
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Canaccord Genuity Wealth Management
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Work Experience

Canaccord Genuity Wealth Management
Senior Investment Associate, Insurance Advisor
Wed Dec 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Freedom 55 Financial
Financial Security Advisor
Tue May 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Nov 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)