Oaken Survey. | 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

sp_Feed Topic RSS sp_TopicIcon
Oaken Survey.
July 28, 2025
6:38 pm
GIC-Fanatic
Member
Members
Forum Posts: 380
Member Since:
December 18, 2024
sp_UserOfflineSmall Offline

I guess I am not too attentive.
List of Oaken and associates. They are pondering a new name and asking various questions to leave as is and/or what would we do with a new name.

Name means nothing to me. But same web site, same rates or better, same quality or better CSA's are good for me.

Just wondering if a new or same name will mean 4 CDIC identities under one name? If yes who cares about $150,000 or unlimited CDIC coverage.

High-Screenshot-2025-07-28-at-5.37.01 PM.png

Screenshot-2025-07-28-at-5.37.37 PM.png

IMG_1246-2.jpeg

July 30, 2025
9:40 am
Dean
Valhalla Mountains, British Columbia
Member
Members
Forum Posts: 2578
Member Since:
January 12, 2019
sp_UserOfflineSmall Offline

.
I have signed In & Out of my Oaken accounts at least three times in the last two weeks ... and once this morning.

So far, I have encountered No such survey ... or any other Oaken surveys.

Go Figure sf-confused

    Dean

P.S.
We can thank our Lucky Stars they are Finally
considering increasing the CDIC limits, as it
will apply to All CDIC covered FIs.
It's Looong over due‼️

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

July 30, 2025
9:44 am
GIC-Fanatic
Member
Members
Forum Posts: 380
Member Since:
December 18, 2024
sp_UserOfflineSmall Offline

It was emailed to me. Perhaps in your junk/spam folder.
My wife did NOT get one.

IMG_1246-2.jpeg

July 30, 2025
9:54 am
Dean
Valhalla Mountains, British Columbia
Member
Members
Forum Posts: 2578
Member Since:
January 12, 2019
sp_UserOfflineSmall Offline

.
I just checked ... there's Nothing in my email or junk/spam folder either.

So far, it appears that you (GIC-Fantatic) are the only one here on these forums who has received that Oaken survey.


.

    Dean sf-wink

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

July 30, 2025
10:01 am
NorthernRaven
Moderator
Moderators
Forum Posts: 747
Member Since:
August 4, 2010
sp_UserOfflineSmall Offline

I haven't seen this either yet, and I've had recent activity with them (GIC purchase). If they aren't targeting everyone, they may be trying to do a representative sample of some sort. In a previous lifetime I used to pull samples for picky statisticians, who needed a valid distribution on a limited survey capacity, but I would have thought for something simple like this they'd just blast everyone and handle any desired weighting afterwards.

July 30, 2025
10:02 am
GIC-Fanatic
Member
Members
Forum Posts: 380
Member Since:
December 18, 2024
sp_UserOfflineSmall Offline

Here’s what it looked like. Maybe cuz we are maxxed out? Nah not really.

IMG_1357-1.jpeg

IMG_1246-2.jpeg

July 30, 2025
1:07 pm
Miked
Member
Members
Forum Posts: 29
Member Since:
September 21, 2022
sp_UserOfflineSmall Offline

I also received same email for this survey... where they seem to be poundering about possible name change from Oaken & Home to Fairstone (or in combination of...) not a big deal & hopefully they also plan on keeping Home Trust / Bank separate... as it is now!! sf-cool

Maybe profile dependant on choice receive such surveys & promotions !?! sf-confused

July 30, 2025
1:45 pm
GIC-Fanatic
Member
Members
Forum Posts: 380
Member Since:
December 18, 2024
sp_UserOfflineSmall Offline

The only reason why I did it was, I was going to whine about no RRIF savings accounts.

So you didn’t detect that they wanted to know if you would reduce your contributions or leave, whatever the new name is?

IMG_1246-2.jpeg

July 30, 2025
3:20 pm
Miked
Member
Members
Forum Posts: 29
Member Since:
September 21, 2022
sp_UserOfflineSmall Offline

GIC-Fanatic said
The only reason why I did it was, I was going to whine about no RRIF savings accounts.

So you didn’t detect that they wanted to know if you would reduce your contributions or leave, whatever the new name is?  

Yep did notice that. This is I guess part of the reason they are doing this survey ... note that this was done by their marketing dept... so their intent is probably to get a feel as to response to possible name change (brand name confidence + familarity etx)

Just wanted U to know U weren't only one to receive this... tc sf-smile

July 30, 2025
4:02 pm
GIC-Fanatic
Member
Members
Forum Posts: 380
Member Since:
December 18, 2024
sp_UserOfflineSmall Offline
July 30, 2025
6:41 pm
MG
Member
Members
Forum Posts: 308
Member Since:
February 16, 2013
sp_UserOfflineSmall Offline

I also received the survey by email.

July 31, 2025
6:08 am
dougjp
Member
Members
Forum Posts: 649
Member Since:
January 9, 2011
sp_UserOfflineSmall Offline

I also received mine by e-mail. I don't like the fact that some unknown marketing agency is conducting the survey, and there's nothing about the survey on the Oaken website even when logged into my account.

I wish they would do this in a way that doesn't look like an e-mail scam. 🙁

My memory's not as sharp as it used to be. Also, my memory's not as
sharp as it used to be.

July 31, 2025
9:20 am
Dean
Valhalla Mountains, British Columbia
Member
Members
Forum Posts: 2578
Member Since:
January 12, 2019
sp_UserOfflineSmall Offline

.
I don't blame you ⬆️

If I received that email survey (unannounced by Oaken) from a third party, I would be as equally concerned❗

This appears to be a Major Blunder, on Oaken's part.

    Dean

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

July 31, 2025
4:20 pm
BlueSky
Member
Members
Forum Posts: 188
Member Since:
November 8, 2021
sp_UserOfflineSmall Offline

dougjp said
I also received mine by e-mail. I don't like the fact that some unknown marketing agency is conducting the survey, and there's nothing about the survey on the Oaken website even when logged into my account.

I wish they would do this in a way that doesn't look like an e-mail scam. 🙁  

You can always call them to ask to be removed from their marketing emails. Sometimes, websites offer this feature in user settings. Not sure about Oaken, though.

July 31, 2025
4:38 pm
dougjp
Member
Members
Forum Posts: 649
Member Since:
January 9, 2011
sp_UserOfflineSmall Offline

BlueSky said

You can always call them to ask to be removed from their marketing emails. Sometimes, websites offer this feature in user settings. Not sure about Oaken, though.  

No I want the marketing and other e-mails, not just for surveys that could pay $$ like this one, but because some of them include advance notice of rate changes.

I just want a legit confirmation source on a website I open. Not an unexpected incoming e-mail with no way of confirming. And phone calls are out, often a waste of my time.

My memory's not as sharp as it used to be. Also, my memory's not as
sharp as it used to be.

October 20, 2025
11:34 am
dougjp
Member
Members
Forum Posts: 649
Member Since:
January 9, 2011
sp_UserOfflineSmall Offline

Got another survey today. Same comments as my Post 12 above apply. They will never change.

The area for clicking on a link in the e-mail says (without the blank spaces, so as not to create a link) " https: / / hometrust. ca1. qualtrics .com.

Legit? How can you tell?

My memory's not as sharp as it used to be. Also, my memory's not as
sharp as it used to be.

October 20, 2025
11:55 am
GIC-Fanatic
Member
Members
Forum Posts: 380
Member Since:
December 18, 2024
sp_UserOfflineSmall Offline

In regards to surveys, I have come to the conclusion if they don’t clearly state the results are anonymous, I’m not going to do it. And if they did say it’s anonymous and that any form of my feedback is not added to my customer profile I would still feel doubtful.

Our company used to solicit us in the form as an “attitude survey” and on time for sure they could pinpoint the one I filled out. Lost my trust in doing them any more.

Banks send us surveys…….one called my wife back.

A CU sends me one every time I call them. I reply back and ask if it’s anonymous……never an answer.

I get surveys from my Timeshare and I know they get attached to my account. And for sure this survey is a flow chart controlled, so what’s the point. They always wind up smelling good.

While I don’t fully trust Google reviews…….I do them occasionally. Just for others to see.

I guess if you are upset with service or product you can sit down with the manager of the branch. But let’s say you’re rated a 10 and the teller or CSR sees it…..you get good service…….but your legitimate complaints bring your rating down to 4. You get crappy service.

Surveys are a joke. Don’t get suckered into doing one.

And did those Hubert surveys ever do any good?

IMG_1246-2.jpeg

October 20, 2025
5:25 pm
BlueSky
Member
Members
Forum Posts: 188
Member Since:
November 8, 2021
sp_UserOfflineSmall Offline

dougjp said
Got another survey today. Same comments as my Post 12 above apply. They will never change.

The area for clicking on a link in the e-mail says (without the blank spaces, so as not to create a link) " https: / / hometrust. ca1. qualtrics .com.

Legit? How can you tell?  

I'm not sure if this is what you are looking for, and if you use browser addons. You could add an addon to your browser that can execute different queries. For ex. in Chrome, 'Country Flags & IP Whois'. One of the functions it performs is checking the reputation of a website. (WOT Scorecard: Website reputation ratings), green if safe, red if suspicious. It does it through pinging servers connected to its domain name. This same addon could be added under the same name on different browsers, or slightly a different name. Normally, you would hover over the link you want to affect, and right click it, a menu tied to the addon will display the functions. When you click the desired function, it'll execute it for you.

October 21, 2025
1:36 pm
astute101
Newbie
Members
Forum Posts: 1
Member Since:
July 11, 2025
sp_UserOfflineSmall Offline

I received the Tell Us How We’re Doing for a Chance to Win e-mail but my potential winning was different than what was offered to GIC-Fanatic. sf-confused

"The survey will take approximately 10 minutes to complete. In appreciation for your time, you will be entered into a draw to win one grand prize of $500, or one of three prizes of $100."

October 21, 2025
3:15 pm
RetirEd
Member
Members
Forum Posts: 1507
Member Since:
November 18, 2017
sp_UserOfflineSmall Offline

My experience is long - over 60 years since my first banking - and I don't receive any surveys by E-mail. I don't trust anyone calling with a survey other than anonymous political polls (NEVER the ones that ask "are you voting for so-and-so" because those are partisan and black-mark you). But I often found a call to a financial institution ended with a request to "answer a few questions." These always have a couple of softball questions about how happy I am with the service, followed by attempts to find out what other outfits I do business with.

In recent years, they can more easily find out where I bank from my transfer links. And they really no longer care how I felt about the service I get on the phone line, as they are trying to make it so crappy I'll stop using it!

RetirEd

Please write your comments in the forum.