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?
Account maintenance
Yes, you can have multiple joint accounts or investments with multiple owners.
The cutoff period to change your maturity instructions depends on the payment type that was selected. The cutoff periods are as follows:
- Cheque: 20 business days prior to maturity;
- Direct Deposit: 4 business days prior to maturity;
- Oaken Savings Account: 1 business day prior to maturity;
- Renew at maturity: 1 business prior day to maturity.
Yes, you can use any registered savings account as an option when updating your maturity instructions.
To add a Power of Attorney (POA), provide an original or certified true copy of a Power of Attorney for property and a completed Authorized Signatory Form
You can make your changes as follows:
1) Login to Oaken Digital and update your profile or;
2) Send us a signed letter with your changes or;
3) Contact us at 1-855-OAKEN-22 (625-3622). The Oaken team is available from Monday to Friday, 8:00am to 10:00pm and Saturday 9:00am – 5:00pm ET.
Yes, you will have the same options for beneficiary planning.
Update maturity instructions of your registered GIC and select the registered savings account that you would like the registered funds to be moved to at maturity.
Please note that when selecting your registered savings account, it must be the same product type (e.g., TFSA GIC can only payout into a TFSA Savings Account).
You can make the updates as follows:
1) Login to Oaken Digital and send us a secure message with the names of the new beneficiaries or;
2) Send us a signed letter with your changes
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.
