We are currently experiencing longer than normal wait times on our phone lines. In order to serve you better...learn more

Oaken stores temporarily closed – read moreWe are currently experiencing longer than normal wait times on our phone lines. In order to serve you better...learn more

COVID-19 Update: Contacting us COVID-19 – The health and safety of our customers and employees is a top priority...learn more

COVID-19 Update: Contacting usCOVID-19 – The health and safety of our customers and employees is a top priority...learn more

Oaken Update

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Important dates to keep in mind

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...read more

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Happy Holidays from your Oaken family

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...read more

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TFSA contribution limit remains at $6,000 for 2020

The federal government recently announced that the Tax-Free Savings Account (TFSA) annual contribution limit will remain at $6,000 for 2020. For those who have already contributed the maximum to their TFSA, this new contribution headroom will come into effect on January 1. If you have questions about the TFSA program and how you can use...read more

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Financial Literacy Month is here again

November is Financial Literacy Month in Canada, so our recent Oaken Blog article talked about what this means, and how you can brush up on your financial knowledge. Read more here. Money tips for returning to work after maternity leave   As a follow-up to a previous Oaken Blog article, personal finance expert Rubina Ahmed-Haq provides...read more

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Time to brush up on cyber security

Learn how to protect yourself against online hoaxes and internet scammers, as we celebrate Cyber Security Awareness Month. Read more here. Ted and his thoughts on the changing workforce   The rise in the use of freelance job apps has led to tremendous growth in the “gig economy”. In this Saversodes video, Ted discusses how...read more

A study from Swiss bank UBS shows that many women still leave long-term financial planning to their partner. In this Oaken Blog feature, personal finance expert Rubina Ahmed-Haq discussed why women need to do more to plan for their future. Read more here. Talking money with your Gen Z kids   Look out Millennials –...read more

Not sure how you can include GICs to help achieve your financial goals? Check out these 10 commonly asked GIC questions. Read more here. Are women better investors and savers?   In this second article in our “Women and Finance” series, Rubina Ahmed-Haq debunks the myth that men are naturally better savers and investors than...read more