Click here to view the schedule of the 2024 portfolio statements and annual tax slips.
Oaken Blog
News, information, useful resources and guest writers on a wide variety of topics
Plenty of articles to choose from
As we discussed in an earlier Oaken Blog post, the Principal Residence Exemption (PRE) means that the proceeds from the sale of your main home are not subject to either income tax or capital gains tax.
read more
We’re pleased to announce our sponsorship of the 2nd annual Covenant House Guts + Glory Corporate Challenge, set to take place at the Mattamy Athletic Centre on Wednesday, February 8.
read more
If you intend to contribute to your RSP this year, you still have a few weeks to get in before the deadline of March 1. For the 2016 tax year, you may contribute up to 18% of your 2016 income, to a maximum of $25,370.
read more
The High Interest Savings Account, or “HISA”, is often overlooked as a way to meet specific savings objectives.
read more
In late 2015, Canada recorded an ominous milestone. For the first time, there were more Canadians over the age of 65 than under the age of 15
read more
You’d be forgiven for thinking that the term “Money Illusion” is some kind of magic trick. And while it does suggest that things are not as they appear, there’s nothing magical about it.
read more
Earning rental income to supplement other retirement proceeds is an approach that’s been used successfully by many retirees.
read more
Categories
Select one of the categories below to read more about what interests you the most.
Subscribe
Stay connected by email to get the most recent blog articles, rate updates, news and tips delivered right to your inbox!
Watch our Saversodes
We’re celebrating our 10th
anniversary with a special rate
6.00
%
1 Year
18 Month
2 Year
1 Y
18 M
2 Y
GIC
Terms and conditions apply. Offer valid from Nov 1 to Nov 30, 2023. Offer subject to change without notice.
Are you an existing Oaken customer?
Other ways to open an accountCommercial 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.