What we stand for

At Oaken Financial, we have a Golden Rule: Treat others the way we would want to be treated ourselves. We live and work by this rule – it colours everything we do, every day.

It all comes down to respect

We have the highest respect for each other and our customers, and we approach our business and your money with care and common sense.

What you can expect from us

So what does all this warm and fuzzy talk mean for you? It means you will be greeted by knowledgeable and friendly staff when you call or visit us. You won’t be surprised by “fine print” (in fact, we deliberately keep our print large). You can meet with real people who take the time to understand your needs and explain your options.