Oaken Update

News, investment tips, events and promotions – you’ll find it all in the Oaken Update!

In need of a spring break?

February, 2019

This is the time of year when we all get a bit weary of winter, and you might be thinking about a getaway down south to banish the blues. But have you ever thought about Europe as an alternative? Spring in Europe is generally a lot more predictable than in Canada, and much milder. It’s … read more

Tax time is here again

January, 2019

With 2019 now well underway, we want to take this opportunity to remind you that we’re here to help you reach your savings goals and manage your investments throughout the coming year. That starts with us getting you the paperwork you’ll need for your 2018 tax returns. Once again, we’re providing you with a single … read more

The most wonderful time of the year!

December, 2018

We’re almost there! As hard as it is to believe, 2018 is coming to a close, and with time flying by we wanted to take a moment to send you our warmest holiday greetings: Best wishes and a Happy New Year to all our loyal customers and friends, from the entire Oaken family! We’d like … read more

A year-end TFSA gift awaits you!

November, 2018

Although there hasn’t been any official announcement as yet, it’s expected that the annual contribution limit for TFSAs is about to go up. If so, it will rise to an amount of $6,000 in 2019, which is an increase of $500 from recent years. This means that as of January 1, 2019, the total contribution … read more

It’s time to brush up on finance again

October, 2018

November is Financial Literacy Month (FLM), and here at Oaken we’re all prepped. Financial literacy is a key skill that has garnered a lot more attention in recent years. Recognizing that many Canadians have a limited understanding of basic financial concepts, the federal government launched this program in 2012, under the leadership of the Financial … read more

October is Cyber Security Awareness Month

September, 2018

Every year in October, countries around the world band together to promote Cyber Security Awareness Month, in recognition of the global nature of online threats. Security is a top priority for us at Oaken, so we’re glad to support this campaign, which features a different theme every week. Week 1 kicks off with “Our Internet, Our … read more

A financial tune-up for fall

August, 2018

As we get ready to close up the cottage, clean off the barbeque and say farewell to summer for another year, now is also a good time to start thinking about personal finances. Many people let their finances coast during the summer months. There’s even that famous saying in investing: “Sell in May and go … read more

Making the most of Vitamin D season

July, 2018

Summer is all about sunshine, and as we all know, that also means Vitamin D. The best source for Vitamin D is the sun, and receptors for the vitamin are found throughout your body. The amount of Vitamin D in your body varies not only by season, but also by time of day, geographic location … read more

Looking for a travel destination? Try Canada!

June, 2018

Much as we’re a country shaped by winter and the north, there’s probably no better time to see Canada than during the summer. And given that our nation’s birthday is just around the corner, we felt it appropriate to give our home-sweet-home a bit of a tourism boost. So here are some suggestions for getting … read more

Farewell taxes, hello portfolio review

May, 2018

Now that tax season is behind us, you hopefully have a bit of free time to review your finances and look over your portfolio. One thing you may want to think about is whether or not you need to consolidate existing accounts and investments to make managing them simpler, or whether to add new ones … read more