First Rate Financial

At First Financial, we are committed to providing financial guidance tailored to your unique needs and goals. As a leading company in the Financial Services industry, located in North Battleford, Saskatchewan, we are dedicated to uncompromising quality and outstanding service. Our team of experienced professionals is passionate about helping individuals and families achieve a worry-free retirement and secure financial future.

Our Mission

Our mission is to work together with our clients to provide valuable financial solutions that simplify and protect their hard-earned wealth. We are driven by our core values of trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients' lives and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

Our Services

Our comprehensive range of services is designed to help you achieve your financial goals. Our Worry-Free Retirement Program is a superb, comprehensive, and personalized 6-Step program that will help you enjoy a truly worry-free retirement. Our team of experts will work with you to understand your unique needs and goals, and provide customized solutions to help you achieve financial freedom.

Our services include:

• Investment planning and management
• Retirement planning and pension optimization
• Estate planning and wealth transfer
• Insurance planning and risk management
• Banking and borrowing solutions

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and expert advice. Our Senior Financial Advisor, David Dutton, B.Comm, RRC, CFP, has been part of the Battlefords community since 1995 and has a deep understanding of the local economy and financial landscape. David is a partner of the firm and has obtained his Certified Financial Planner and Registered Retirement Consultant designations. He is committed to simplifying and protecting his clients' hard-earned wealth and assisting them in reaching their retirement and estate goals.

We also remember our valued Partner and Advisor, Kelley Bahrey RRC, CFP, who passed away unexpectedly on May 30th, 2023. Kelley was a true professional in all his interactions and will be sorely missed by his colleagues, clients, friends, family, and community.

Our Commitment to You

At First Financial, we are committed to providing excellent service and expert advice to our clients. We believe that your financial life does not have to be complicated, and we are here to help. We will work closely with you to understand your unique needs and goals and provide personalized solutions to help you achieve financial freedom. Whether you are planning for retirement, estate planning, or simply want to secure your financial future, we are here to help.