Outlook Financial profile, discussions, and reviews

Website: http://www.outlookfinancial.com
Headquarters: Winnipeg, Manitoba
Parent company: Assiniboine Credit Union
Credit union? Yes
Available to Quebec residents? Yes
Founded in: 2000

GIC rate history

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Latest discussions about Outlook Financial -- view all

Forum/Topic Started Last post Posts

Outlook Financial

OUTLOOK cuts gic rates

April 2, 2019
9:15 am by
Kidd
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April 2, 2019
10:51 am by
Denise Milani
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5

Outlook Financial

Outlook - Always a process

January 28, 2019
10:21 am by
stoidi
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January 28, 2019
3:18 pm by
stoidi
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4

Outlook Financial

Outlook Financial --- Bad Service

December 7, 2018
11:19 am by
Retep
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December 18, 2018
4:51 pm by
Retep
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4

Outlook Financial

Outlook Financial GIC rate increase November 19, 2018

November 19, 2018
11:41 am by
Top It Up
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November 19, 2018
11:41 am by
Top It Up
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1

Outlook Financial

Outlook Financial Savings Account Rate Increase - Effective November 1, 2018

November 1, 2018
9:46 am by
Peter
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November 1, 2018
10:05 am by
Kidd
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2

6 Reviews »

  1. Customer service: Rated 5 / 5 stars

    Account features: Rated 4 / 5 stars

    Interest rates (consistency and amount): Rated 5 / 5 stars

    Fees: Rated 5 / 5 stars

    Interface (online, telephone, in-person, etc.): Rated 4 / 5 stars

    How long have you banked with them?: Overdose 5 y eats

    Why do you bank with them?: Your money is GARANTY without limit.

    What do you like about this bank / credit union?: Excellent interest rate and courteous services.

    What could be improved about this bank / credit union?: Compl├Ęte access via internet

    General comments: M'y top choie.

    Review by Carol Bergeron — August 4, 2014 @ 6:31 am

  2. Customer service: Rated 5 / 5 stars

    Account features: Rated 5 / 5 stars

    Interest rates (consistency and amount): Rated 5 / 5 stars

    Fees: Rated 5 / 5 stars

    Interface (online, telephone, in-person, etc.): Rated 4 / 5 stars

    How long have you banked with them?: 1 yr

    Why do you bank with them?: Good rates

    What do you like about this bank / credit union?: Very friendly phone service

    What could be improved about this bank / credit union?: More online access to transfers etc. At the moment its all done by phone with a rep.

    General comments: Set up and tranfer from other institutions could be much easier

    Review by Marlee — January 21, 2015 @ 2:25 pm

  3. Customer service:

    Account features:

    Interest rates (consistency and amount):

    Fees:

    Interface (online, telephone, in-person, etc.):

    How long have you banked with them?: Just 1 month.

    Why do you bank with them?: High and consistent interest rates, and the Me-To-Me ease of money transfers.

    What do you like about this bank / credit union?: Long term track record.

    What could be improved about this bank / credit union?: The addition of a small monthly transaction package (maybe 10 transactions) for a small fee would be good.

    General comments: ING (now Tangerine - Scotia) and PC Financial (CIBC) offer savings rates that are only a fraction above the banks rates. They are using teaser rates as well (not good). Outlook just gives you the straight goods year in and year out.

    Review by Thadius Grebanski — March 19, 2016 @ 10:24 am

  4. Customer service: Rated 1 / 5 stars

    Account features: Rated 4 / 5 stars

    Interest rates (consistency and amount): Rated 4 / 5 stars

    Fees: Rated 1 / 5 stars

    Interface (online, telephone, in-person, etc.): Rated 1 / 5 stars

    How long have you banked with them?: Since they opened

    Why do you bank with them?: In the process of closing my accounts because of so many problems with their service. Great rates/products etc until you actually have to do something with your acct then it is an absolute nightmare! A change of an automatic transfer caused me about 3 hrs of grief, just to fill out the forms, talked to a customer service rep to change another transfer and he goofed it up then didn't fix what he did and then didn't even phone me back for a week, and only after I phoned and left him another message. Atm cards they sent me three, one for each acct then sent three pin numbers-All at the same time in separate envelopes- had to stand at machine figuring out which pin went with each card. Machine eats card on 3rd try. Duh

    What do you like about this bank / credit union?: At this point I have nothing good to say about them.

    What could be improved about this bank / credit union?: Test out your online forms to see if they work for members if they don't then get of your butt and fix it for the member instead of directing them to your website-again. you get paid to do your job so do it. For ex. I need to finally close my acct- the form they sent me will not open on my computer, so now I have to spend another 1/2 hour on the phone with them. I have been in the process of transferring out my TFSA and RRSP's and even someone at the CU I am transferring them to is yanking out her hair dealing with them. It has taken over 2 mths for this process. Their customer service is horrible and incompetent at best. If you can't handle running a virtual branch then don't. If one of your teammates messed something up apologize and fix it. If you say you will get back to someone then do it. I paid interest rate penalty for transferring out my RRsp's but frankly it is so worth it to not deal with them anymore. To close my acct their email said sorry for losing your business and then said a service charge will apply.-The lack of customer service skills is just plain laughable! In the last three mths 2 staff people apologized for all the inconvenience I have suffered. The other 6 could not care less. Good bye Outlook!

    General comments: For the rates and products you can actually deal with another Credit union. I transferred my money over and now I enjoy good rates and friendly knowledgeable staff that will help me if I require it. DON"T DO IT eventually you will be pulling your hair out in frusturation!

    Review by T. Denise — July 14, 2016 @ 1:23 pm

  5. Customer service: Rated 1 / 5 stars

    Account features: Rated 4 / 5 stars

    Interest rates (consistency and amount): Rated 5 / 5 stars

    Fees: Rated 1 / 5 stars

    Interface (online, telephone, in-person, etc.): Rated 1 / 5 stars

    How long have you banked with them?: Father banked with them for at least five years

    Why do you bank with them?: He thought they would provide best return

    What do you like about this bank / credit union?: Not much when it came to finalizing estate for mom.

    What could be improved about this bank / credit union?: Learn what a tax free spousal rollover is and how to apply it.

    General comments: Very disappointed in service at this stressful time.

    Review by T. Aussant — December 20, 2018 @ 1:34 pm

  6. Customer service: Rated 1 / 5 stars

    Account features: Rated 2 / 5 stars

    Interest rates (consistency and amount): Rated 4 / 5 stars

    Fees: Rated 4 / 5 stars

    Interface (online, telephone, in-person, etc.): Rated 1 / 5 stars

    How long have you banked with them?: 7 y

    Why do you bank with them?: Back in 2012, because of the competitive interest rate they were ofering for saving accoung. Not the case any longer.

    What do you like about this bank / credit union?: Almost nothing now.

    What could be improved about this bank / credit union?: Almost everything. But the worst is their primitive online banking interface. It lacks many basic features. Their online forms for transfer are non-sensical. Your chance of making a "mistake" filling them up is pretty high. Then you have to restart the whole process again. New accounts like RRSP or TFSA opened through mail won't show up online unless you call them (another couple of hours on the phone). It never ends... Customer service on the phone is awful. Waiting time between hafl and hour and an hour. Then I systematically get a guy with a very strong indian accent who ask me to repeat and spell my first and last names up to 4 times. Insane.

    General comments: The only reason I stay is because other online bank offering good rates probably have the same crappy customer service and minimalist (to be polite) online banking system. But I know I will eventually have to move on because they will be awful - or close to impossible - to deal with for estate transfer (see previous commentor). Stay away.

    Review by P. Gerhardsen — January 22, 2019 @ 3:55 pm

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