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Investments and plans

About investments and plans; including products and rates.

Oaken offers a comprehensive suite of GICs and the Oaken Savings Account. GIC terms range from 30 days to 5 years, and are available in the form of a Retirement Savings Plan (RSP), Tax-Free Savings Account (TFSA) and Retirement Income Fund (RIF), as well as Non-registered GICs.

Yes, there will continue to be one set of Oaken rates.

Simply complete an Oaken Registered Application and a T2033 for RSP and RIF, or a direct transfer form for TFSA.  These forms are required because Home Bank and Home Trust Company are separate legal entities, and the Canada Revenue Agency requires these forms to be filled out whenever registered money flows between two legal entities. Oaken offers GICs inside RSPs for both Home Bank and Home Trust Company.

Yes. We offer Commercial GICs and the Oaken Savings Account to corporations, trusts, non-profits, condominium boards and other commercial entities.

The Oaken Savings Account offers one of the highest daily interest rates, no monthly fees, and no minimum balance. It also allows you to make electronic funds transfers to and from your accounts at other financial institutions.

We always keep our current rates up to date on our website. You can also subscribe to receive rate updates by email. Sign up now to start receiving these, as well as our regular e-newsletter.

Have additional questions?
Call us at 1-855-OAKEN-22 (625-3622). Oaken representatives are available Monday to Friday, 8:00am to 8:00pm EST and Saturday 9:00am – 5:00pm ET. If you call outside our regular office hours, leave a message and we’ll call you back on the next business day. You can also email us service@oaken.com, send us a secure message in Oaken Digital.