About Us

OUR MISSION STATEMENT:

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

OUR BELIEFS:

People will deal with an advisor they admire, trust and respect.
Honesty, integrity and loyalty are the cornerstones of any relationship.
You learn more from listening than talking!
Knowledge is powerful.
Never give up.

OUR COMMITMENT:

To serve our clients to the best of our abilities, in a manner they wish to be served and we would expect to be served.
Nurture a mutually respectful relationship with every one of our clients.
Be honest in what we believe to be in our clients’ best interests.
Confidentially guard all personal client information.

OUR VALUE STATEMENT:

Help our clients achieve their financial goals and dreams by taking them from where they are now, to where they would like to be. Use innovative financial and investment solutions to create wealth while ensuring a safety net to catch them should they unexpectedly fall along the way!

OUR FOCUS:

We focus on supporting clients approaching, entering or currently in retirement and others who have started their journey to financial independence but require some direction.

Richard Fillion, CPA, CMA, CFP®

Certified Financial Planner® professional
Investment Funds Advisor – Investia Financial Services Inc.

I have been a Financial Advisor since 1999 and previously worked over 12 years in accounting and taxation. I am a student of both personal and corporate finance, combining 8 years of education to achieve my Certified Management Accountant and Certified Financial Planner designations along with a Business Administration Diploma.

I am a professional, committed to my career and as such; I pursue well over 100 hours of relevant experience in conferences, seminars, courses and readings annually to gain up-to-date knowledge and information on financial matters. I am dedicated to my business process and always act in the best interests of my client.

In my free time, I like to travel and spend time at the lake. Some of my hobbies are swimming, scuba diving, fishing, snowmobiling, motorcycling and working out. I love what Manitoba has to offer, whether it is summer or winter.

Soraiyah Mohammed, B.A.

Life Insurance Advisor

I started in an administrative position in the financial industry in 2012 and became a Financial Advisor in 2017.

I felt the opportunity of joining Rest Assured Financial Ltd. in 2018 as an Associate, under the mentorship of Richard, would help me expand my proficiency of the industry exponentially. I am wholeheartedly committed to providing the highest level of service possible to clients, and as such, I diligently invest time in reviewing industry-based material, webinars, and course material to gain further knowledge, in addition to being a proud member of the Financial Advisors Association of Canada (ADVOCIS).

I hail from the beautiful island of Trinidad and Tobago which is situated in the Caribbean, and this is where my heart will always reside. I earned a bachelor’s degree in Linguistics and Literature with a minor in Education in 2009, before migrating to Canada. Apart from my career, I enjoy traveling, spending quality time with loved ones and a good workout at the end of the day. I believe holistic development is necessary and striving to be 1% better everyday is essential.