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Holiday Gift Being Sent To Selected Clients
December 1, 2021
2:45 pm
Loonie
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I like Oaken generally, but I can't give an unqualified endorsement.
I usually deal in person with their Toronto outlet.
The staff there are constantly changing and some of them are recently graduated from overseas universities on some kind of work permit. They are friendly enough, but you have to watch the details. On one occasion, it took me forever to get out of there because the agent, a recent arrival from Ireland, made several mistakes in the paper work. If I remember correctly, there were five separate errors.

December 1, 2021
2:53 pm
COIN
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I used to get a food basket delivered to my home every birthday from my rep at one of the "Big 5". Then 2 years ago it stopped.

December 1, 2021
2:57 pm
Loonie
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COIN said
I used to get a food basket delivered to my home every birthday from my rep at one of the "Big 5". Then 2 years ago it stopped.  

Tell him/her how much you appreciated it and looked forward to getting it; see what happens. There's no harm in expressing appreciation! But if your account has diminished, you might not meet the cutoff.

December 1, 2021
3:57 pm
Bill
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Not sure what an "edelivery" is (?), all I know is my chocolates came to my door personally delivered by one of those zillions of courier delivery vans that are burning fuel, etc 24/7 all over this continent.

I'm quite happy and grateful to get the sugar, etc, just drop the schtick (Oaken sends me regular emails often containing pro-green messages) that you care about carbon footprint - as I said, it's hypocrite optics to me.

December 1, 2021
6:54 pm
suburbs4life
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bobmcc1 said
I completely agree with the last statement. I have never in all my years of dealing with banks, trust companies or other, had them offer me anything to say 'thank you' for being a customer. I think it's an excellent gesture on Oaken's part to send out their yearly gift. Many more companies should follow suit and extend a thank you to their customers. Especially in this day and age.  

I agree with you both. Which bank actually gives their customers any appreciation these days? None. I would be happy if Oaken would mail me this gift. I opened up a business savings account last summer with low 6 figures and I am yet to receive anything To the posters that received gifts be thankful as you must be valued.

December 1, 2021
7:56 pm
savemoresaveoften
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COIN said
I used to get a food basket delivered to my home every birthday from my rep at one of the "Big 5". Then 2 years ago it stopped.  

It shows how much the rep makes off you all these years lol

December 1, 2021
10:22 pm
HermanH
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savemoresaveoften said It shows how much the rep makes off you all these years lol  

Agreed! My mother's portfolio rep sends her a nice basket of flowers every birthday. I keep telling her that he's just using the bloated fees to buy you gifts with your own money. sf-laugh

December 2, 2021
9:53 am
Dean
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HermanH said

Agreed! My mother's portfolio rep sends her a nice basket of flowers every birthday. I keep telling her that he's just using the bloated fees to buy you gifts with your own money. sf-laugh  

True & funny, at the same time. Thanks for the chuckle ❗

Beware of FI's bearing gifts ... cuz You paid for it. LOL sf-smile

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

December 2, 2021
10:06 am
Loonie
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Alternatively... take the gift! You've already paid for it!

December 2, 2021
10:49 am
savemoresaveoften
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Loonie said
Alternatively... take the gift! You've already paid for it!  

yeah whether they send u a gift or not, u already paid for it already.

so the one that sends a gift is less "evil" than the one that doesnt 🙂

December 2, 2021
3:30 pm
Dean
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Loonie said

Alternatively... take the gift! You've already paid for it!  

Given the poor quality of those *&^%$# chocolates (see post #33),
I'd want my money back ❗❗

Such a silly thread ... LOL sf-laugh

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

December 2, 2021
5:07 pm
RetirEd
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I want a business to serve me and thank me with a good deal and competent products and services. Gifts are not of any serious value. I complained to Scotia once that I disliked them spending their promotional budgets on "lottery" entries, and a buck in the bank is worth a lot more than a "chance" at a buck (or $100).

Gift cards they either get for free or get a discount on are no substitute for money. They're just marketing vehicles.

Gifts I don't want are a waste of money that could be better serving me. I can certainly appreciate a card on my birthday, or after a
difficult deal gets executed, which does not carry a heavy cost.

Remember when some companies that really screwed things up (like airlines) would send flowers to women (only!) by way of apology? Insulting and unhelpful.

I don't let affiliations, charitable donations (which earn the donors tax credits), or virtue-signaling influence my decisions, though I do avoid doing business with outfits I deem harmful to society. If I get a good deal, I can do whatever "good" I want to with what I earn or save.

RetirEd

RetirEd

December 15, 2021
12:37 pm
Loonie
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So, I received my holiday gift box from Oaken today.
It wasn't the usual Lindt chocolates with the excessive packaging.
The packaging was much simplified, no foam.
It was from some other fulfillment house in Burnaby.

Consisted of cookie-ish things, reminiscent of "porcupines" from childhood but cheap. Quality of chocolate was poor.

But the worst of it was that there was no list of ingredients. They taste like they probably have nuts in them, to which many people have serious allergies.

Sorry, Oaken, but this is a poor show despite the improved packaging.
I will likely throw them out as it's hard to give away opened food items and I would be embarrassed to give them to a friend.

December 15, 2021
6:29 pm
suburbs4life
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I was just curious if anyone knew what entitles one to these holidays gifts? Is this for people with GICs only and not HISA’s balances? I figured I might have made their list this year with very low 6 figure balance but apparently not.

December 15, 2021
8:07 pm
Loonie
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Nobody knows what the criteria are. I have GICs only, and have been moving money out over the last couple of years but still have enough there that ought to warrant a (better!) gift.

Maybe they just started sending out these packages that I got. You might get one tomorrow.

December 16, 2021
12:15 pm
andied20
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There probably should be more information about the contents, but they are good and relatively healthy cookies, but if I had a choice, I would take the chocolates. Still a nice gesture on the part of Oaken.

https://www.treatsmarts.ca/

December 16, 2021
12:26 pm
Loonie
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Maybe I missed it but I still don't see a list of ingredients on their web page; and I don't know which of their products these are.

December 17, 2021
3:16 pm
Saver-Mom
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Funny, we got the the same as last year, a reasonable sized box of mixed light and dark, very good, very gone!

December 17, 2021
6:47 pm
COIN
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Got a $25 gift card from The Energy CU.

December 18, 2021
5:16 am
savemoresaveoften
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