The Oaken team

At Oaken Financial, we’re one big family.

Meet a few members of our team

We love what we do and we enjoy each other’s company while we’re doing it. Here are some of the Oaken team members who are working with you and for you every day, to make your experience with us both pleasant and productive.

Babita

Sales & Service Specialist, Toronto

Sincere and honest, Babita always aims to provide the best service possible for our clients. She loves working in a team environment that is positive and always helpful, and gets great satisfaction out of helping clients.

Brad

Customer Service Specialist

A highly energetic and accountable professional, with over 10 years’ experience in the financial services industry. Brad has outstanding strategic problem solving skills with hands on capability to manage and deliver results for our customers.

Foster

Official Spokesquirrel

With his down to earth, transparent approach, combined with a touch of intelligence, savvy and wit, Foster's main role as is to help Oaken deliver its message of better savings for everyone.

John

Toronto Store Manager

With over 20 years' experience, John brings his record of success as a leader, trainer and manager of people. He believes in doing whatever it takes to deliver an exceptional customer experience, based on building trust and strong long-term relationships.

Laura

Mobile Deposit Specialist, Calgary

Knowledgeable with a background in finance, Laura takes pride in being able to assist her clients in the comfort and convenience of their own home or at our Calgary office – whichever is preferred.

Rob

Mobile Deposit Specialist, Calgary

With a background in both accounting and customer service, Rob prides himself on his commitment to making sure all customer needs are taken care of, so they can rest easy knowing that he is always in their corner.

Shane

Supervisor, Contact Centre

Shane feels great knowing he has helped make a difference in the lives of our clients. He feels proud and passionate about our products and couldn’t imagine working anywhere else.

Tim

Contact Centre Manager

With over 15 years of financial services experience, Tim manages the Oaken Customer Service team with a hands-on approach, always ready to talk to customers and resolve any problems in a caring and friendly way.