Update - Schedule of statements and tax slips for the 2022 tax year. Please click here for further details.
The reasons are actually straightforward and sincere - just like we are.
Safety and security
Because our savings accounts and GICs are eligible for CDIC coverage, your money is always protected, up to applicable limits.
Our interest rates are highly competitive, in fact they are some of the best available in Canada.
No monthly fees
We don’t charge fees to open your account, or to use it. So you can make as many transactions as you like.
Backed by Home Bank, and powered by Home Trust Company, we have deep roots in Canada and long-term relationships with our customers.
You can choose from either Home Bank or Home Trust Company for each deposit, both of which are separate members of CDIC.
It’s your money, and we feel you should be able to do what you want with it. We offer choice and flexibility so you can build a solution that suits you best.
No matter your question, compliment or complaint, we’re here to help! We strive to deliver outstanding and friendly service, every time.
Your best interests
We have your best interests at heart, so we’re always looking out for you, and we’re dedicated to helping you make the most of your hard-earned money.
At Oaken Financial, we have a Golden rule: Treat others the way we would want to be treated ourselves. We live and work by this rule – it colours everything we do, every day.
It all comes down to respect
We have the highest respect for each other and our customers, and we approach our business and your money with care and common sense.
What you can expect from us
So what does all this warm and fuzzy talk mean for you? It means you will be greeted by knowledgeable and friendly staff when you call or visit us. You won’t be surprised by “fine print” (in fact, we deliberately keep our print large). You can meet with real people who take the time to understand your needs and explain your options.