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Happy Holidays from your Oaken family


Oaken Financial

December 19, 2019
Oaken Update

The holidays are always a busy time. Whether preparing for the arrival of guests or searching for that final perfect gift, it’s easy to get caught up in the hustle and bustle that comes with this time of year.

With all this last-minute rushing around, we can sometimes lose sight of what’s really important. That’s why we hope that you have the opportunity to celebrate the festive season surrounded by friends and loved ones.

As we look ahead to 2020 and the start of a new decade, we’d like to take this time to thank you for choosing Oaken. We truly appreciate the trust you place in us to help you achieve your financial goals.

Happy holidays and all the best for 2020 from everyone at Oaken!

Oaken Store Holiday Hours


If you’re planning on stopping by one of our Oaken Stores over the holidays, please keep in mind that all Oaken Store locations, as well as our offices and customer service centre, will be closed December 25, 26 and January 1. Note also that we will close at 1 pm on December 24 and 30.

Have a wonderful holiday and we look forward to seeing you in the new year!

Oaken’s Minutes2Money Contest Winners


A big “thank you” to everyone who took part in the Oaken Minutes2Money contest! We were overwhelmed with the response and we hope that you had fun playing our game and that it helped you build your financial literacy. Be sure to sign up to our Facebook page and watch for more contests in the new year!

Snowbird Travel Tips

Tips for Canadian Snowbirds preparing for southern destinations.


With the cold weather now making its presence known through much of the country, for many Canadians its time to start thinking about heading south to escape the coming winter. If you’re planning to join in on the annual Snowbird migration, here are some helpful tips to keep in mind. Read more here.

Ways to make your TFSA work for you

Learn how Barry Choi uses a Tax-Free Savings Account to save for his retirement.


Late last month the federal government announced that the Tax-Free Savings Account contribution amount for 2020 would remain at $6,000. If you’re looking for ways that you might incorporate a TFSA into your savings plan, be sure to read this Oaken Blog feature by personal finance expert Barry Choi. In this article, Barry explains just how he is making his TFSA work for him. Read more here.

TFSA and your retirement

Read how you can use a Tax-Free Savings Account to help boost your retirement savings.


While not designed specifically to help you save for you retirement, there are several ways you can incorporate a TFSA into your overall retirement strategy. As explained in her latest contribution to the Oaken Blog, personal finance guru Rubina Ahmed-Haq discusses some of the advantages of a TFSA and how you might consider using a TFSA to support your retirement plans. Read more here.

Legal Terms & Conditions

The information, materials and opinions contained in this Blog are provided for your information only. This Blog does not constitute legal, financial or other professional advice and you should not rely on it as an alternative to specific advice based on your particular circumstance.

This blog contains links to third party websites. These links are provided for information and convenience; Oaken does not endorse the content of any third party website, and it makes no representation or warranty as to the information on such third party sites. By clicking on any link to a third party site, you leave Oaken’s website and do so at your own risk.

Oaken disclaims all liability for any damage or loss that results from your access to or reliance on information contained in this Blog or any third party site.


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