Open by mail

By Mail

Step 1: Download and complete the form

Expand the list below to find the right type of investment, then download the form and fill in your information.

Step 2: Supporting documents

If you don't see the form you're looking for below or require assistance, call us at 1-855-OAKEN-22 (625-3622) and we'd be happy to help.

Step 3: Mail your completed forms and any supporting documents to:

Oaken Financial
145 King Street West
Suite 2500
Toronto, ON
M5H 1J8

Want to know more?

Our dedicated team would be happy to help:

Call us at 1-855-OAKEN-22 (625-3622), 8:00am to 8:00pm ET, Monday to Friday, or email