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

Please consider registering
guest

sp_LogInOut Log In sp_Registration Register

Register | Lost password?
Advanced Search

— Forum Scope —




— Match —





— Forum Options —





Minimum search word length is 3 characters - maximum search word length is 84 characters

No permission to create posts
sp_Feed Topic RSS sp_TopicIcon
2020 Tax Slips Info
March 15, 2021
4:13 pm
semi-retired
Member
Members
Forum Posts: 175
Member Since:
April 15, 2015
sp_UserOfflineSmall Offline

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

March 16, 2021
1:18 pm
Dean
Valhalla Mountains, British Columbia
Member
Members
Forum Posts: 769
Member Since:
January 12, 2019
sp_UserOfflineSmall Offline

.
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. sf-confused

    Dean

sf-cool " Live Long And Prosper " sf-cool

March 16, 2021
3:30 pm
topgun
Member
Members
Forum Posts: 452
Member Since:
September 6, 2020
sp_UserOfflineSmall Offline

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. sf-confused

    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.

Have a Great Day

March 17, 2021
8:12 am
Dean
Valhalla Mountains, British Columbia
Member
Members
Forum Posts: 769
Member Since:
January 12, 2019
sp_UserOfflineSmall Offline

topgun said

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

But apparently with Oaken, you get the paper mailed to you too ... whether you want it, or Not.

Go Figure sf-confused

    Dean

sf-cool " Live Long And Prosper " sf-cool

March 23, 2021
5:34 am
Loonie
Member
Members
Forum Posts: 7498
Member Since:
October 21, 2013
sp_UserOfflineSmall Offline

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!sf-confused

March 23, 2021
9:08 am
Alexandra
British Columbia
Member
Members
Forum Posts: 240
Member Since:
September 24, 2019
sp_UserOfflineSmall Offline

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.

March 23, 2021
9:43 am
Dean
Valhalla Mountains, British Columbia
Member
Members
Forum Posts: 769
Member Since:
January 12, 2019
sp_UserOfflineSmall Offline

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. sf-confused

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

    Dean

sf-cool " Live Long And Prosper " sf-cool

No permission to create posts

Please write your comments in the forum.