2020 Tax Slips Info | Page 3 | Oaken Financial | Discussion forum

Both mine & my wife's portfolio statements arrived today.

Dean said
.
Well, of All Things . . .

In spite of my Oaken 'Annual Portfolio Statement' being available online wayback in early/mid Feb, the exact same document arrived in my mail today (which I didn't request) ❗

I'm guessing everyone with Oaken was sent this Redundant mailout, whether they requested it, or not.

What a Waste of paper & postage.

Dean

  

I have Everything set up for paperless. I receive tax slips on paper as well. Good for the ON, QB pulp and paper industry.

I finally received my annual Oaken Portfolio Statement for 31 Dec 2020 on 22 March 2021 by post.
I am now all up to date for statements, tax receipts etc for 2020!

Just in the nick of time too. In a few days I will start putting together my quarterly statements for end of March!

Alexandra said

I like how how Oaken Portfolio statement has both Home Bank & Home Trust on the one statement. The statement is very clear breaking down registered and non registered, interest rate, maturity dates AND it give you the total interest earned for the year. To me, they have the clearest and best portfolio statements of all the banks, C.U.'s I deal with.  

Agreed ⬆

And on the opposite end of the spectrum,
Hubert's statements are The Worst.

Sorry ... I just had to throw that in.

Dean