The Oaken team

At Oaken Financial, we’re one big family.

Meet a few members of our team

Everyone at Oaken is dedicated to continuously exceeding your expectations. Here are just a few of the people who are working with you and for you every day, to make your experience with us both pleasant and productive.

Jessica

Toronto Store Assistant Manager

Jessica has over 5 years’ experience in financial services and takes great pride in being part of the Oaken team. She strives to provide clients with the best experience possible and wants to make a lasting impression on her clients.

Meghan

Toronto Store Manager

Meghan began her career with Home Trust over 5 years ago as a deposits specialist before taking on a senior Business Development role. She now manages the Oaken Toronto store and is thrilled to have the opportunity to provide Oaken customers with exceptional service every day.

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.

Natasha

Contact Centre Customer Service Specialist

Natasha draws upon 3 decades of helping customers achieve financial success. Her problem-solving skills and personal goal of providing customer service excellence ensures that Natasha can help clients with even the most challenging situation.

Eric

Vancouver Sales & Service Specialist

“What does the client really need?” This is the question that Eric asks himself every time he assists an Oaken customer. Eric has been providing extraordinary service in English, Mandarin, and Cantonese for over 6 years and is always ready to exceed customer expectations.

Jason

Calgary Store Manager

A personable, detail-oriented manager, Jason has served in the financial industry for more than 9 years. Jason loves building long-lasting client relationships and knows that to be successful, leaders must promote a strong sense of professionalism while encouraging a positive team environment.