About Us

“Your financial future, our expertise.”

The Company

Upsurge Financial Services, Inc. was founded in April 2023 with a strong commitment to helping you achieve your financial goals, secure your future and navigate the complexities of personal finance. 

We are dedicated to providing you with personalized, expert advice to help you achieve your financial goals. Whether you are looking to secure your future with comprehensive insurance plans, build wealth through smart investments, prepare for your homebuying journey or plan for a comfortable retirement, we are here to guide you every step of the way.  We will ensure that we will professionally guide and educate you on how to develop, implement and commit to a holistic financial plan.  

We understand that no two financial journeys are the same, that is why we provide customized strategies to fit your unique circumstances and aspirations. 

We pride ourselves on providing knowledgeable service while creating meaningful relationships with our clients that are rooted in honesty, transparency and integrity.

Our Approach 

We believe in a holistic approach to financial advisory. Our process is built on a foundation of trust, transparency, and expertise:

  1.  ASSESSMENT: We begin by understanding your financial goals, risk tolerance and current financial situation.

  2. CUSTOMIZED STRATEGY: We will create a personalized financial plan based on the outcome of your needs analysis. 

  3. IMPLEMENTATION OF STRATEGY: You will decide which products that you and your family needs and we will set up your account.

  4. ONGOING MONITORING: We will continuously monitor your financial plan and investments 

  5. EDUCATIONAL RESOURCES: We will empower you with knowledge to help you make informed decisions about finances.

Our Industry Partners

We have established relationship with several insurance providers and financial market suppliers, as a result, we have access to bespoke services from these providers:

Your Partner Through Every Life Stage

“My personal experiences are the cornerstones of my dedication to my clients.

Our Founder

Whether you're just starting your career, planning for a family, contemplating retirement, or embarking on a new adventure, I am here to guide you. I understand the challenges and uncertainties that come with starting a new life in Canada because as an immigrant myself I walked that path, I also understand that life is a series of transitions, each with its unique financial challenges and opportunities.

My personal journey, which began with its fair share of struggles, has driven me to become a financial advisor with a profound difference. For me, it's not just about managing your money; it's about building a plan that secures your life and your family's future. 

I know what it's like to step into a foreign land with dreams, and I am committed to ensuring that your dreams, too, have the protection and foundation they deserve.

I am not only passionate about financial growth but also about helping you achieve your life's aspirations, shielding your family from the unexpected, and guiding you toward a future that's financially resilient and emotionally secure. 

I will work with you to create a financial strategy that adapts and evolves alongside you. I believe that financial planning is not a one-size-fits-all approach, I am prepared to tailor my guidance to your specific needs, so you can navigate each life stage with confidence and financial security.

Connect with me:

REGISTRATION JURISDICTIONS:

Cristina is a licensed life and accident / sickness agent in Manitoba.

Client Reviews

  • Upsurge Financial Client Review

News & Updates in Squares

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