The Oaken team

At Oaken Financial, we’re one big family.

Meet a few members of our team

Everyone at Oaken is dedicated to continuously exceeding your expectations. Here are just a few of the people who are working with you and for you every day, to make your experience with us both pleasant and productive.


Toronto Store Assistant Manager

Jessica has over 5 years’ experience in financial services and takes great pride in being part of the Oaken team. She strives to provide clients with the best experience possible and wants to make a lasting impression on her clients.


Toronto Store Manager

Shane began his career with Home Trust over 8 years ago as a Contact Centre Supervisor before taking on a Business Development Manager role. He now manages the Oaken Toronto store and is excited to have the opportunity to meet our Oaken customers in person while providing a positive and valued client experience every day.


Official Spokesquirrel

With his down to earth, transparent approach, combined with a touch of intelligence, savvy and wit, Foster's main role as is to help Oaken deliver its message of better savings for everyone.


Contact Centre Customer Service Specialist

Natasha draws upon 3 decades of helping customers achieve financial success. Her problem-solving skills and personal goal of providing customer service excellence ensures that Natasha can help clients with even the most challenging situation.


Vancouver Sales & Service Specialist

“What does the client really need?” This is the question that Eric asks himself every time he assists an Oaken customer. Eric has been providing extraordinary service in English, Mandarin, and Cantonese for over 6 years and is always ready to exceed customer expectations.


Calgary Store Manager

A personable, detail-oriented manager, Jason has served in the financial industry for more than 9 years. Jason loves building long-lasting client relationships and knows that to be successful, leaders must promote a strong sense of professionalism while encouraging a positive team environment.