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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Das sagen Bewerter
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... Mehr ansehen
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... Mehr ansehen
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... Mehr ansehen
Unternehmensdetails
Vom Unternehmen geschrieben
Oaken Financial offers savings and investment options like Guaranteed Investment Certificates, Retirement Savings Plan, Retirement Income Fund and Oaken savings account.
Kontaktinformationen
King Street West 145, M5H 1J8, Toronto, Kanada
- oaken.com
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Opening an account with Oaken has been…a frustrating experience
Opening an account with Oaken has been the most difficult exercise in frustration that I have encountered in my banking history. It took almost 2 weeks of emails and waiting for phone service before it happened. After all that my window of opportunity had closed. I later found out to have my wife as a co-signer on the account she too would have to wait for phone service and fill out numerous forms etc. We once opened an account at the local credit union in 10 minutes and have 500 k invested there. I realise that online banking can be subject to fraud etc., but there has to be a better way. Thanks.
Very responsive
Very responsive, I was able to talk to someone right away. No big voice tree or waiting on hold. They were able to handle my request at first contact.

Antwort von Oaken Financial
Your website is average when rated…
Your website is average when rated against TD BAnk, CIBC, etc
GAVE ME A FEELING OF TRUST BEING A…
GAVE ME A FEELING OF TRUST BEING A BRAND NEW CUSTOMER

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Smooth Sailing
My experience with Oaken was without any drawback or second thoughts. The online user interface and phone service were also smooth sailing. All is good so far. Thank you.

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I always get excellent service from…Oaken Financial
I always get excellent service from Oaken which is one of my principal reasons for using it.

Antwort von Oaken Financial
Request
Hi,could you please send via email 📧 statement of my current investments?
I am satisfied with my experience at Oaken
thus far,thank you
I have been very satisfied with my…
I have been very satisfied with my dealings with Oaken over the past few years. It is easy to communicate with them for my financial transactions.

Antwort von Oaken Financial

Antwort von Oaken Financial

Antwort von Oaken Financial
I have not been able to use a reset…
I have not been able to use a reset password after the initial reset. Even though I called the Oaken Help Desk more than once, I was always told to just reset it again. So I have to reset my password every time I want to log into my account. To improve the Oaken rating please fix this issue. Thank you!
OAKEN STARTED OUT AS A GREAT PLACE TO…
OAKEN STARTED OUT AS A GREAT PLACE TO INVEST BUT EVERY TIME I INVEST MY MONEY YOU DROP THE INTEREST RATE BUT YET YOU KEEP SAYING HOW GREAT THE INTEREST IS WHEN ALMOST ALL YOUR COMPETITORS ARE PAYING HIGHER RATES I.E. TANGERINE 1.7 %, CTC 1.8%, SIMPLII 2.3% AND THE LIST GOES ON AND ON. I THINK THE LAST NOTIFICATION I GOT YOU WERE DOWN TO 1.4%. I PRESENTLY HAVE MY MONIES WITH SIMPLII UNTIL END OF MARCH 2021 AT 2.3% .

Antwort von Oaken Financial
I like the interest rates on savings…
I like the interest rates on savings and GICs.
What is fantastic is that you get notice of rate changes before they happen!!!
Keep up the good work, OAKEN.

Antwort von Oaken Financial
Good interest rates and easy to use online interface.
Oaken gives very good rates on savings and GICs given the current low rate environment. The online interface works well and transfers between accounts in traditional bricks and mortar banks is smooth. As accounts to $100,000 are fully insured at Oaken, ones savings are secure.

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Whenever
Whenever , I phone, it is answered I get my notices about upcoming renewals on time. Questions are also answered immediately.
Thanks

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Pretty happy with my dealings with…
Pretty happy with my dealings with Oaken. Don't make a lot of transactions and thus find the online process a bit confusing.
The process in my Investorline accounts at BMO is simpler but their GIC and High Interest Savings account rates are atrocious. I have had to call and ask the Oakne help line a couple of times to clarify how to do the transfer of funds from my BMO bank account. All of my interactions with the Oaken employees have been great. Friendly, knowledgeable people.

Antwort von Oaken Financial
So funktioniert Trustpilot
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