Empowering your financial future, one step at a time.

How can we help you?

We will guide you through a personalized journey towards financial security and growth. Each step is designed to help you understand and manage your finances better, from creating a budget and building a credit to selecting the right insurance, saving and investing wisely up to retirement planning.

We will breakdown complex financial concepts into manageable actions, so you will feel confident and empowered in making informed decisions for a secured and prosperous future.

At Upsurge Financial Services Inc., we believe in providing you with a financial plan that is tailored to you and your family’s needs and situation.

With honesty, integrity and education as the forefront, we are committed to improving your financial literacy and providing you with knowledgeable service so you can be confident that you will receive the proper financial plan and risk protection for your needs.

Our Services

“I am your partner in every life stage. For me, it is not just about managing your assets or just finding the right insurance plan, it is about building a plan that secures your life and your family’s future.”

Untangled with Scarlet & Cristina

No Fluff, Just Boss-Lady Stuff

We’re just career-driven women - we’re moms who juggle deadlines and dreams or world domination (or at least mastering meal prep.) Through laughs, lessons and some serious untangling, we’re here to share our journeys as we balance ambition and motherhood, all this while keeping it authentic and fun.