Oaken Financial
Totally disappointing & unacceptable mistake & customer service

I called Oaken Financial after I found out on Nov 16, 2025 that instead of my multiple time confirmations year 2025 in Feb, March & July to auto renew a maturing GIC on Nov 13/25, Oaken Financial failed to observe & follow my confirmed my GIC renewal instruction & DID NOT renew this GIC for me. This is a direct & open violation of a business agreement to me.

The Oaken Financial associate named Rebecca whom I spoke to morning of Nov 17/25, more like yelling to each other as we both got highly agitated, annoyed & frustrated especially during the last 10-15 minutes of this 45-minute call I made Nov 17/25 morning.

I explained my issues & concerns multiple times, multiple ways more than clearly to this Rebecca person. I am still very much annoyed even now that much of what I was explaining/sharing with her that she was having huge problem getting the essence points.

Our communication became increasing unpleasant & heated for both of us when Rebecca kept repeating herself too many times treating me like an senile, forcing me to keep repeating myself in different ways which I hate so very much as to me personally, normal & authentic interpersonal communication does not need the same thing keeps repeating over & over again.

My own experience & encounters is that almost no one nowadays is able to do real listening during conversations. Yet at a work environment, Rebecca in this case, NEEDS TO AT LEAST TRY TO LISTEN & COMPREHEN & UNDERSTAND A DISTRESSED & VERY FRUSTRATED CUSTOMER AS A RESULT OF An UNACCEPTABLE & UNREAL MISTAKE WAS MADE BY HER EMPLOYER WHO SHE REPRESENTS!!

Instead Rebecca kept shutting me off by talking the same time I was, trying to convince me her version of ''truths'' vs my 10 years +, having numerous Oaken Financial GIC buying, holding & related tax receipt first hand experience & the very truths as per my black & white Oaken Financial annual summary statements & my filing my own personal income tax for decades.

Rebecca is one of the very top worse Oaken Financial associates in my decade long doing business with them as far as I am concerned.

I waited someone to contact me (IN 2-3 MORE BUSINESS DAYS!!!) regarding this totally unnecessary & unacceptable mistake Oaken Financial made to this GIC of mine. Someone called me but AFTER A WHOLE WEEK. What happened with this & follow-up contacts is another long, repeating unbelievable experience I had with Oaken Financial which I shall share with you in near future.

Last but not least, NOT EVEN A SIMPLE, SUPERFICIAL/USELESS APOLOGY (WHICH I SIMPLY CARE NOTHING) FOR THIS MISTAKE THEY MADE!!

AND THEY KEEP THIS PRETENCIOUS & NEVER WORKING CALL BACK FEATURE THAT KEEPS TELLING ME TO ENTER MY ''10-DIGIT PHONE #' THEN PRESS #'' EVERY TIME I USED" IT (WHEN THERE WAS LONGER WAIT TIME TO TALK WITH SOMEONE LIVE). NO FIX & NO ONE AT OAKEN FINANCIAL CARES ABOUT THIS EVEN AFTER I REPORTED THIS ISSUE MULTIPLE TIMES TO THEM FOR MONTHS!!

SUCH A RELATIVELY SMALL YET TOTALLY ARROGANT TRUST BANK THAT FACED MUCH FINANCIAL CHALLENGES FEW YEARS BACK.

Company: Oaken Financial
Country: Canada
Province: Ontario
City: Toronto
ZIP code: M5H 1J8
Address: 25/F, 145 King Street West Concourse Level
Phone: 18556253622
Site: www.oaken.com

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