Meet the Team

Meet the Team

June Oliver


June Oliver
CGA, CFP, FDS, CDFA, EPC

JUNE OLIVER, CGA, CFP, FDS, CDFA, EPC

June is the co-owner and founder of The Tax Management Centre. She is a Certified General Accountant, Certified Financial Planner, Financial Divorce Specialist, Certified Divorce Financial Analyst, and Elder Planning Counselor. She has a certificate in Family Mediation from McMaster University and has received Collaborative Training. She is also Branch Manager for Canfin Financial Group.
June focuses her work today on helping couples in the separation process work out the financial issues of equalization of assets, child support and spousal support. With June’s unique background in taxation and planning she is able to focus on all aspects of the financial planning process and help people make decisions based on various scenarios and projections of their financial future.
June is passionate about working with people and helping her clients reach their goals. She sets and meets her own personal goals. She is presently working on a project called “las computadoras para niños” (Computers for Kids) with the hope of sending old and excess computers from Canada to rural school children in Mexico. 

In addition, June has completed two international marathons, and has climbed 19,340 feet to the top of Mount Kilimanjaro, in Africa.   She has also hiked across England and is presently learning Spanish.

You can read about all of June's adventures as she travels around the world.


 

APARNA PRABHUNE, CGA, B.Comm, LLB

Aparna joined The Tax Management Centre in 2002. She is responsible for preparing personal, business, and estate trust returns. She is licensed to provide mutual funds and life insurance products. 

Aparna’s strong client base is a result of her logical step-by-step approach to tax planning.   She has the dedication and knowledge to help each client with their personal tax situation and explain the tax implications of investment decisions. 

In addition to a CGA, Aparna has a Bachelors Degree in General Law, and a Bachelors Degree in Commerce.

Outside of The Tax Management Centre, Aparna is Treasurer of the Peel Condominium Corporation, and  former Treasurer of the Sheridan Park Public School Parent-School Council. She also provides career counseling and guidance to school graduates.  

 

SHIRLEY SPENCER 

Shirley is the first point of contact at The Tax Management Centre. Shirley is versed in the daily operations of The Tax Management Centre and her knowledge and expertise allows enquiries to be answered promptly. Her excellent customer service skills and her analytical abilities provide tax and investment clients with a high level of customer satisfaction.

Contact Shirley: sspencer@taxmanagementcentre.com


SABA ALI

Saba is a graduate from Sheridan College in Business Administration with an Advanced Diploma with a major in Finance. Saba did Co-Op with The Tax Management Centre under the Sheridan College Diploma Program and was found to be a great team player with exceptional interpersonal and organizational skills. Saba fit in so well with the team she was offered permanent employment and joined The Tax Management team in January 2011 as Accounting Assistant.

Saba's responsibilities include Mutual Fund processing, personal, business and estate income tax preparation, assistance with financial planning, and in-house accounting. She is currently enrolled in the H & R Block School of Tax Preparation course and the Canadian Securities Course (CSC).

Contact Saba: Sali@taxmanagementcentre.com

 

PAUL D'ANNA, CFP, CGA

Paul has over 40 years of combined industry and private practice experience working with small to medium-sized businesses. He is a Certified General Accountant, Certified Financial Planner licensed to provide mutual funds and life insurance products. To accommodate the needs of his client base, Paul has become a retirement planning specialist with an expertise in setting up Independent Pension Plans (IPPs) for business owners and incorporated business professionals. He is known for taking the time to patiently answer questions and ensure his clients are able to make informed decisions about their options to increase their retirement savings.
He has a very active personal and corporate tax practice with a client base that includes professional, manufacturing and retail sectors.
Paul joined The Tax Management Centre in 2002, as an off-site representative.
Paul is a partner of TurnerMoore LLP, Certified General Accountants. He has served on the Board of Directors of the CGA Toronto Chapter, and currently serves as a mentor for new CGA public practitioners.