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Important dates to keep in mind

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Oaken Financial

January 29, 2020
Oaken Update
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With the start of the new year it’s time to get your financial documents in order. Oaken is pleased to help organize your accounts by providing one statement for your entire portfolio making all your account information and details available from a single source.

If applicable, your statement will be divided into holdings issued by Home Bank and those issued by Home Trust Company. You can also retrieve these documents directly from Oaken’s Online Banking site as of the mailing date for each document as noted in the table below.

To help minimize the impact on the environment and reduce the amount of paper generated, please consider opting for electronic statements instead of paper. You can select electronic documents as your delivery method when you’re in the Online Banking application or give us a call.

Document

Expected Mailing Date

Portfolio Statement

1/24/2020

RSP Contribution Receipts: Remainder of the year 2019 Contributions

2/03/2020

T5 (Statement of Investment Income)

2/10/2020

RL3 (Investment Income)

2/10/2020

T4 RSP (Statement of Retirement Savings Plan Income)

2/17/2020

T4 RIF (Statement of Income from a Retirement Income Fund)

2/17/2020

T4 TFSA (Retirement and Annuity Income)

2/17/2020

RL2 (Retirement and Annuity Income)

2/17/2020

NR4 (Statement of Amounts Paid or Credited to Non-Residents of Canada)

3/02/2020

NR4 RSP & RIF (Statement of Income from a Retirement Income Fund)

3/02/2020

2019 RSP Contribution Receipts (First 60 Days)

3/30/2020


Join us for our first ever Facebook Live session!

For those who couldn’t make it to our Lunch n’ Learn session late last year featuring Kristine Henry, Manager of Public Awareness Communications at the Canadian Deposit Insurance Corporation (CDIC), we have good news! Kristine has graciously offered to take part in a Facebook Live session that you can join on our Facebook page.

Kristine will provide an overview of the CDIC’s history and mandate, as well as some exciting news regarding CDIC coverage. Personal finance expert and Oaken Blog contributor Barry Choi will handle the hosting duties for this event and Kristine will be joined by Melonie Dixon, Oaken’s Vice President of Deposits. You will have a chance to ask both Kristine and Melonie questions at the end of the presentation.
This Facebook Live event will take place at 1 pm on February 6, 2020.


Oaken Minutes2Money Contest winners


Thank you to everyone who participated in the Oaken Minutes2Money contest. We were overwhelmed with the response and we sincerely hope that you enjoyed playing the game. We also hope that you were able to increase your personal finance knowledge.

We’d like to extend our congratulations to Kavita of Milton, Ontario who claimed the grand prize of a $5,000 GIC. Congratulations also to Yanhua of Richmond Hill, Ontario and Julie of Oakville, Ontario who each won a $1,000 GIC runner-up prize


$500 GIC Contest – Enter Now!

Speaking of contests, you still have a few days to enter our current Facebook contest to win a $500 GIC. The contest closes January 31 so act quickly to avoid disappointment.


Barry Choi explains how he uses multiple savings accounts


In his latest feature for the Oaken Blog, Barry Choi explains how he makes use of separate savings accounts to help save for individual savings goals. Read more


How you can use GICs to help you save


The old adage “don’t keep all your eggs in one basket” is a common expression that underscores the importance of diversification when it comes to your investments. With this in mind, Rubina Ahmed-Haq shows how GICs can be used as part of your overall saving plan. Read more

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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