During the holiday season, our Contact Centre will be available from 8:00am to 5:00pm on December 24th and 31st. We will be closed on December 25-26th and January 1st, 2025. Oaken Digital is available for all your self-service needs.
Did you know we have updated the terms and conditions on all existing investments starting January 22nd, 2025. Click here to learn more.
Be cautious of fraudulent activities. Oaken Financial will never initiate contact with customers to request transfers of funds by promising higher interest rates, nor will we ask for your account details or passwords. Always protect your personal and financial information and report any suspicious activity to us immediately at 1-855-625-3622.
How can we help you?
Investments and plans
About investments and plans; including products and rates.
Oaken offers a comprehensive suite of GICs and the Oaken Savings Account. GIC terms range from 30 days to 5 years, and are available in the form of a Retirement Savings Plan (RSP), Tax-Free Savings Account (TFSA) and Retirement Income Fund (RIF), as well as Non-registered GICs.
Yes, there will continue to be one set of Oaken rates.
Simply complete an Oaken Registered Application and a T2033 for RSP and RIF, or a direct transfer form for TFSA. These forms are required because Home Bank and Home Trust Company are separate legal entities, and the Canada Revenue Agency requires these forms to be filled out whenever registered money flows between two legal entities. Oaken offers GICs inside RSPs for both Home Bank and Home Trust Company.
Yes. We offer Commercial GICs and the Oaken Savings Account to corporations, trusts, non-profits, condominium boards and other commercial entities.
The Oaken Savings Account offers one of the highest daily interest rates, no monthly fees, and no minimum balance. It also allows you to make electronic funds transfers to and from your accounts at other financial institutions.
We always keep our current rates up to date on our website. You can also subscribe to receive rate updates by email. Sign up now to start receiving these, as well as our regular e-newsletter.
Have additional questions?
Call us at 1-855-OAKEN-22 (625-3622). Oaken representatives are available Monday to Friday, 8:00am to 8:00pm EST and Saturday 9:00am – 5:00pm EST. If you call outside our regular office hours, leave a message and we’ll call you back on the next business day. You can also email us service@oaken.com, send us a secure message in Oaken Digital.
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GIC
Commercial applications can be downloaded here and mailed to us.
Or if you prefer to make an appointment to apply in person, you can do so by viewing our Oaken store locations. For more information, please email service@oaken.com or call 1-855-OAKEN-22 (625-3622) from Monday to Friday 8:00AM to 8:00PM EST and Saturday from 9:00AM to 5:00pm EST.
