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Email this12:29 pm
September 15, 2017
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The small box of chocolates sent annually in December to selected clients arrived today via UPS.
1:14 pm
February 13, 2018
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Yes, Thankyou! Received chocolates!
4:51 pm
May 22, 2015
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I haven't seen anything yet, I get them every year, may be no luck this year !
9:26 pm
October 21, 2013
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Rec'd ours in Toronto Friday. Was sent out Dec 8 according to external label. It may take a little longer depending on your location or if mailed later.
We have bought a new GIC at least once a year from Oaken. I wonder if that is the criterion.
7:51 am
November 7, 2014
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Got our box this morning. Nice gesture by Oaken. Other companies could learn from them.
8:47 am
November 19, 2014
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We got a chocolate box from Oaken yesterday as well (GTA). We have two full GICs with them.
DW also got a birthday card in the mail from them on Thursday. $5 McCafe card inside and it was actually signed by three Oaken employees ! (I assume the marketing department)
Considering the vast sums the regular banks spend on non-stop advertising of dubious value I must say that Oakens approach seems better to me. Probably not scaleable to the size of a Royal Bank but it certainly makes Oaken stand out against the other outfits their size.
9:29 am
September 24, 2019
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Every year for the last few years I have been sent the holiday chocolate from Oaken. Nothing yet this year. But then it takes regular mail two weeks anywhere in Canada to get to Victoria.
I did get a nice phone call from them yesterday. When I saw Home Trust light up on my incoming call......I thought wow, maybe getting something special because I am such a GREAT client!!.....But no, they just wanted to give me a heads up to say that I would be receiving a letter as to opening an online savings account with them and just to ignore it.
Maybe the chocolate soon though.............
10:11 am
January 12, 2019
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lhsaid said
I haven't seen anything yet, I get them every year, may be no luck this year !
Sorry to hear ⬆ ... somebody must have put you on the 'Naughty List'. 
Seriously though, I think it's rather silly. Instead of chocolates, I'm sure Most of us would Much Prefer higher GIC interest rates ... No ❓❗
Sorry ... couldn't resist. 
- Dean
" Live Long, Healthy ... And Prosper! "
10:37 am
October 22, 2015
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I got them last night. Very nice, most appreciated 🙂
11:49 am
April 20, 2019
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Koogie said
We got a chocolate box from Oaken yesterday as well (GTA). We have two full GICs with them.DW also got a birthday card in the mail from them on Thursday. $5 McCafe card inside and it was actually signed by three Oaken employees ! (I assume the marketing department)
Considering the vast sums the regular banks spend on non-stop advertising of dubious value I must say that Oakens approach seems better to me. Probably not scaleable to the size of a Royal Bank but it certainly makes Oaken stand out against the other outfits their size.
Do you need a GIC to be eligible for this gift? I just opened a business savings account with a reasonable sum just under cdic limits and got nothing. I am just curious.
9:10 pm
October 21, 2013
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This year, I transferred out one of my registered GICs from Oaken due to their lack of registered savings accounts, but i also bought a new non-registered one with less money in it.
Back when I had significant six figures at TD, I used to get a cheap birthday card, but no gifts; and lots of annoying marketing calls.
But it's true that "money talks". After I moved out the money, they stopped talking
. And I have more money!
6:47 am
November 19, 2014
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suburbs4life said
Do you need a GIC to be eligible for this gift? I just opened a business savings account with a reasonable sum just under cdic limits and got nothing. I am just curious.
Not sure. All we have ever had with Oaken is GICs. I will say they do seem a little "behind" some years when we have/haven't had money with them on whether we got anything or not. So, you might get it next year because you didn't make it on their internal marketing list on time this year.
Mind you, I personally haven't ever gotten diddly from Oaken. It's always addressed to DW and I sure haven't gotten anything on my birthday either (the fact of which delights SWMBO)
7:07 am
April 20, 2019
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Thanks for your thoughts. I was just curious as to why I may be missing out. Not the end of the world. I also funded the account in mid Nov.
7:45 am
May 22, 2015
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Dean said
Sorry to hear ⬆ ... somebody must have put you on the 'Naughty List'.
Seriously though, I think it's rather silly. Instead of chocolates, I'm sure Most of us would Much Prefer higher GIC interest rates ... No ❓❗
Sorry ... couldn't resist.
Dean
Got them today
11:03 am
April 2, 2018
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fabafter50 said
I got them last night. Very nice, most appreciated 🙂
Nobody is commenting what kind of chocolates they receive???
Are they made by reputable company (Lindt, Milka, etc.), organic or Dollarama variety, cheap 99% sugar variety?
12:44 pm
May 18, 2016
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Oaken Financial has been mean to me so I divested from Oaken several years ago.
2:49 pm
January 12, 2019
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RYAN said
Oaken Financial has been mean to me so I divested from Oaken several years ago.
BBBut ... look at all the Chocolate you've been missing ❗ 
This thread cracks me up ... LOL
- Dean
" Live Long, Healthy ... And Prosper! "
3:21 pm
October 22, 2015
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pooreva said
Nobody is commenting what kind of chocolates they receive???
Are they made by reputable company (Lindt, Milka, etc.), organic or Dollarama variety, cheap 99% sugar variety?
I have pretty high end taste in chocolate and these are decent. I would say Lindt quality. A mix of dark and milk. I only eat dark, my hubby said the milk were a tad on the sweet side, but definitely not dollar store crap.
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