At Upsurge, the mission revolves around transparency, education, and long-term success. The team recognizes that financial planning is a journey, prioritizing the client's understanding of their finances. By offering structured and personalized financial strategies, Upsurge aims to help clients achieve their goals while adapting plans as life evolves. Whether you're planning for retirement, investing, or securing your family's future, the right guidance is just a consultation away.
About:
Upsurge Financial Services Inc. is dedicated to empowering clients in Winnipeg with comprehensive financial planning. Founded by Cristina, a licensed mortgage broker and experienced financial advisor, the firm focuses on guiding individuals, families, and small business owners through the complexities of financial decision-making. With over 25 years in human resources and organizational development, Cristina combines her professional insights with a deep understanding of the unique challenges faced by Canadian newcomers.
At Upsurge, the mission revolves around transparency, education, and long-term success. The team recognizes that financial planning is a journey, prioritizing the client's understanding of their finances. By offering structured and personalized financial strategies, Upsurge aims to help clients achieve their goals while adapting plans as life evolves. Whether you're planning for retirement, investing, or securing your family's future, the right guidance is just a consultation away.
At Upsurge, the mission revolves around transparency, education, and long-term success. The team recognizes that financial planning is a journey, prioritizing the client's understanding of their finances. By offering structured and personalized financial strategies, Upsurge aims to help clients achieve their goals while adapting plans as life evolves. Whether you're planning for retirement, investing, or securing your family's future, the right guidance is just a consultation away.
Our Services
Upsurge Financial Services offers a range of essential financial services designed to support your journey towards financial confidence and security.
✔️ Insurance Planning: Safeguard your future with tailored policies.
✔️ Investment Planning: Grow your wealth through informed investment strategies.
✔️ Retirement Planning: Prepare for a secure and enjoyable retirement.
✔️ Home Purchase Planning: Navigate the complexities of buying a home.
Experience a collaborative approach that adapts as your life changes, fostering long-term financial success.
✔️ Insurance Planning: Safeguard your future with tailored policies.
✔️ Investment Planning: Grow your wealth through informed investment strategies.
✔️ Retirement Planning: Prepare for a secure and enjoyable retirement.
✔️ Home Purchase Planning: Navigate the complexities of buying a home.
Experience a collaborative approach that adapts as your life changes, fostering long-term financial success.
Why Choose Us?
Choosing Upsurge Financial Services means opting for clarity and support in your financial journey. Our dedicated team believes in making financial literacy accessible to everyone.
✔️ Personalized financial planning tailored to your needs
✔️ Expert guidance from a licensed mortgage broker
✔️ Focus on education to empower your decision-making
✔️ Commitment to transparency and trust
✔️ Ongoing support as your financial needs evolve
Let us help you navigate your financial future with confidence. Schedule a consultation today for dedicated support and guidance.
✔️ Personalized financial planning tailored to your needs
✔️ Expert guidance from a licensed mortgage broker
✔️ Focus on education to empower your decision-making
✔️ Commitment to transparency and trust
✔️ Ongoing support as your financial needs evolve
Let us help you navigate your financial future with confidence. Schedule a consultation today for dedicated support and guidance.
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Location & Hours:
- Mon: 2:00 PM - 8:00 PM
- Tue: 2:00 PM - 8:00 PM
- Wed: 2:00 PM - 8:00 PM
- Thu: 2:00 PM - 8:00 PM
- Fri: 2:00 PM - 8:00 PM Closed
- Sat: 9:00 AM - 4:00 PM
- Sun: Closed
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