Ive been with Oaken for 10 years. No serious issues whatsoever. Didnt give them 5 stars because they are not perfect. But still much better rates than the others so Im sticking with them
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See what reviewers are saying
Talk about the LH not knowing what the RH is doing... The short of it is, multiple phone calls and multiple emails have (hopefully, finally) resulted in the closing/cash out of my GIC account. Being t... See more
Constructively, I have been a member for several years & found no issues; indeed, high interest rates, esp. GICs. But lately I have encountered a series of unkind outcomes. My latest issue involved an... See more
We were switching our investment from Achieva to Oaken because our your higher interest rate. Not happy about the process. Much too much time waiting to talk to a customer representative, having... See more
Company details
Written by the company
Oaken Financial offers savings and investment options like Guaranteed Investment Certificates, Retirement Savings Plan, Retirement Income Fund and Oaken savings account.
Contact info
King Street West 145, M5H 1J8, Toronto, Canada
- oaken.com
2.5
Poor
296 reviews
Hasn’t replied to negative reviews
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Always helpful when I call
Always helpful when I call. Always efficient with my investments.
Thank you!
17 November 2020
Reply from Oaken Financial
Thank you for your kind words. The entire Oaken team takes great pride in helping Canadians plant for their future.
Oaken's 5 star service
All my telephone calls were properly received and attended by Oaken staff in a most professional manner. They have my utmost respect.
17 November 2020
Reply from Oaken Financial
Thank you for your kind words. The entire Oaken team takes great pride in helping Canadians plant for their future.
Good services in person and online.
Good services in person and online.
Wish there was a simple daily TFSA account as well.
17 November 2020
The website is quite easy to navigate…
The website is quite easy to navigate and your GIC rates are competitive.
I wish you would add the ability to produce a statement of all GICs in our accounts showing their type, inception date, maturity date, face amount and interest rate. Most Financial institutes include this feature at any date.
17 November 2020
Professionalism and Security
Opening an account and having it managed exudes confidence,
16 November 2020
Reply from Oaken Financial
Thank you for your feedback. All the best from the Oaken team.
Oaken staff are efficient and helpful
Oaken staff are efficient and helpful. Excellent work.
16 November 2020
Reply from Oaken Financial
Thank you for your kind words. The entire Oaken team takes great pride in helping Canadians plant for their future.
Reply from Oaken Financial
Thank you. The entire Oaken team takes great pride in helping Canadians plant for their future.
Opening accounts online was very smooth…
Opening accounts online was very smooth and, when required, human customer service was friendly and knowledgeable.
16 November 2020
Unprompted review
Reply from Oaken Financial
Thank you. The entire Oaken team takes great pride in helping Canadians plant for their future.
Good; Can do better!
The online experience can use improvement however, the customer support is exceptional!
16 November 2020
Reply from Oaken Financial
We’re working hard to always improve our service and your feedback is very helpful. Thank you and have a great day.
Reply from Oaken Financial
Thank you for your feedback. All the best from the Oaken team.
Oaken Financial is a great opportunity…
Oaken Financial is a great opportunity to open a CDIC insured savings account and earn a great rate. It is on-line banking that is easy to use
16 November 2020
Reply from Oaken Financial
Thank you. The entire Oaken team takes great pride in helping Canadians plant for their future.
The person who responded to my request…
The person who responded to my request was cordial answered all the questions I had in a friendly and efficient manner. I forgot his name. John
15 November 2020
Reply from Oaken Financial
Thank you for your feedback. All the best from the Oaken team.
Great rates and service
Great rates and service, the $5 gift card from MCD on his birthday was nice
15 November 2020
Reply from Oaken Financial
Thank you for your feedback. All the best from the Oaken team.
Very Good service and good competitive…
Very Good service and good competitive rates in this environment but as mentioned before, it would be nice to have a TFSA Savings Account.
15 November 2020
Oaken website is very easy to follow …
Oaken website is very easy to follow and find information. I often recommend Oaken to family and friends.
15 November 2020
Reply from Oaken Financial
Thank you for your kind words. The entire Oaken team takes great pride in helping Canadians plant for their future.
Great support
Great support. Your employees talk me through filling out forms and I leave happy.
15 November 2020
Reply from Oaken Financial
Thank you for your kind words. The entire Oaken team takes great pride in helping Canadians plant for their future.
Oaken financial has always given the…
Oaken financial has always given the top GIC rates around,They notify you when a rate change happens either up or down,I renewed a GIC 2 weeks after the rate went down and they gave me the old higher rate because they have a 30 day best rate renewal policy.Thank You
15 November 2020
Reply from Oaken Financial
Thank you for your kind words. The entire Oaken team takes great pride in helping Canadians plant for their future.
Good rates
Good rates. CDIC insured. Good phone service & knowledgeable/helpful staff (a real plus). Website & access could be better / easier but not a problem once you get the hang of it. Overall a good savings option.
14 November 2020
Reply from Oaken Financial
Thank you for your feedback. All the best from the Oaken team.
Oaken has been great to deal with and…very responsive
Oaken has been great to deal with and very responsive whenever I’ve called.
13 November 2020
Reply from Oaken Financial
Thank you for your kind words. The entire Oaken team takes great pride in helping Canadians plant for their future.
Competent and efficient
Oaken has been responsive, speedy and efficient. Decent rates and good all-round service.
13 November 2020
Reply from Oaken Financial
Thank you for your kind words. The entire Oaken team takes great pride in helping Canadians plant for their future.
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