Oaken Financial Reviews 

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

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.

I would like to thank you for your understanding and kindness. I have had some difficulty using your online services and remembering my password. Your banking specialists have been kind in doing the transactions for me and helping me use your online bank. It is very much appreciated.
Great Job on your part.

Useful and easy to reach with telephone banking.

After my original banking est refused to meet competitive rates,I am in the process of transferring my accounts to Oaken as they mature.. Inquiries to Oaken by phone have been prompt and courteous in assisting me. The only complaint is when applying to transfer RSP's/TFSA's by mail, the process is slow(eg:2wks at your end to send transfer request to other bank).Then trying to get monies transferred before the 30 day rate holding policy you have expires.

Always helpful when I call. Always efficient with my investments.

Thank you!

All my telephone calls were properly received and attended by Oaken staff in a most professional manner. They have my utmost respect.

Good services in person and online.

Wish there was a simple daily TFSA account as well.

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.

Opening an account and having it managed exudes confidence,

Oaken staff are efficient and helpful. Excellent work.

Highest GIC rate in the market and nice service

Opening accounts online was very smooth and, when required, human customer service was friendly and knowledgeable.

The online experience can use improvement however, the customer support is exceptional!

Friendly good service.

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

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

Great rates and service, the $5 gift card from MCD on his birthday was nice

Very Good service and good competitive rates in this environment but as mentioned before, it would be nice to have a TFSA Savings Account.

Oaken website is very easy to follow and find information. I often recommend Oaken to family and friends.