Oaken Update

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

Online applications are now really online!

March, 2015

We’ve had “online applications” for some time now, but we’ve recently improved them—so that they are truly online. Previously, our online applications were simply PDF forms that you could download and print out—which obviously meant you had to bring or send them to our offices. Now our application forms are also fully electronic, and you … read more

RSPs—the clock is ticking…

February, 2015

If you plan to contribute to your RSP for the 2014 tax year, the time to do so is now. Monday, March 2 is the 2014 deadline. To recap the RSP basics: You can contribute up to 18% of 2013 earned income, to a limit of $24,270. You can increase that limit by any unused … read more

It’s that time of the year—your TFSA is calling

January, 2015

January is the time for New Year’s resolutions: make contributing to a Tax-Free Savings Account (TFSA) one of yours. After all, TFSAs are one of the best savings vehicles Canadians have—and for many people are even better than RSPs. The basic rules are simple. This year you have $5,500 of additional contribution room. That brings … read more

The most wonderful time of the year!

December, 2014

With the holidays now upon us, it’s time to celebrate and enjoy the company of family and friends. We just wanted to add to the cheer with our own seasonal greeting, so from all of us at Oaken … read more

Retirement: If you’re worried, you’re not alone

November, 2014

Retirement is supposed to be a time when we leave our worries at the doorstep and start enjoying life. But unfortunately, that’s not always the case … read more

A scary Hallowe’en thought: winter is coming!

October, 2014

While our minds may be on witches and goblins and all that fun, it’s worth remembering that there’s another big seasonal fright on the horizon: winter is just around the corner. Yes, we’re less than two months away from the official start. And our September poll … read more

Education: the seed that grows

September, 2014

At Oaken, we’re all about planting for the future—and one of the best ways you can plant for the future is to start an RESP now for your children or grandchildren … read more

Back to school—at any age

August, 2014

It’s that time of year again, when students and their parents get ready for school. But you don’t have to be a kid—or have kids of your own—to be involved in this annual fall ritual. School can be for everyone, as more and more adults are discovering … read more

Watch out for the catch...

July, 2014

You may have noticed that we’ve recently been running ads in local and national newspapers. We’re quite proud of them because they neatly sum up the way we do things at Oaken … read more

Oaken Online Banking is here!

June, 2014

We’ve made it even easier for you to manage your money with Oaken Online Banking! Our internet banking service is now live, and lets you access your Oaken accounts wherever you want, whenever you want … read more